We provide professional Inheritance, Estate & Gift Taxes advice relating to the tax implications involved in making gifts to charities, trusts or friends and family members.

Inheritance, Estate & Gift Taxes

Why is an efficient Inheritance, Estate & Gift Taxes service essential for you as a high net worth individual?

As a high net worth individual, managing your various inheritances, estate and tax affairs can be difficult.  A source of informed and professional advice is important in ensuring regulatory compliance and minimising your tax liability.

What could happen if you do not sufficiently organise your Inheritance, Estate & Gift Tax affairs?

Increased tax liabilities, administrative expenses and delays

You can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold.

Reduced financial security

If you do not leave a will, the people you want to benefit from your estate - such as a partner you are not married to or in a registered civil partnership with - might no receive anything

Less control

Planning ahead for when you die allows you to clearly designate who should get what from your estate.

How can we help you?

Our team of private client specialists are continually focused on the needs and requirements of the high net worth individual. We have extensive experience from working with a client base that consists of entrepreneurs, trust beneficiaries, investors, professionals and other successful people, who aspire to preserve wealth for future generations. Our proactive advice in areas such as trusts, family limited partnerships and limited liability companies can save considerable amounts in estate transfer taxes. We can also assist you in tax and estate planning by providing advice on the tax implications involved in making gifts to charities, trusts or friends and family members.

If you are interested in any of our services and would like to book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

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Testimonials

By working with ATC, we can stay in compliance with all tax regulations which enables us to focus on our workload.
Devreux Ltd Director