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.
Have a question?
Live chat | w: Contact us | e: mail@atcsolutions.com | t: +44 (0) 20 7648 8950
Testimonials
“Accurate and swift replies to all enquiries.”
Carpenters Design Ltd Felix Zajarnijus, Director
