Making a will and planning to protect and preserve your wealth is one of the most important things that you will ever do.
When it comes to estate planning, our team of experts, led by Kathy Blair, take pride in identifying the best tax management opportunities so you can protect the wealth you hope to pass on.
Effective estate planning means that you retain the maximum amount of wealth possible for the intended beneficiaries, whilst at the same time taking full advantage of any inheritance tax (IHT) exemptions and reliefs.
With almost 20 years’ experience in personal tax compliance and consultancy, Kathy supports individuals and businesses with the various aspects of tax. As increasingly more people are falling within the IHT net, it is important to ensure your business and personal assets pass down to your family tax efficiently. CavanaghKelly’s dedicated tax planning team offer specialist tailored advice to help you make the best decisions for the future.
We have prepared a short flyer providing details on IHT and how Kathy and our dedicated tax advisors can support you and your family to help to mitigate IHT exposure and protect family assets.
Get in touch with Kathy or your client manager today to discuss IHT and the options available to you.
Whilst every effort has been made by CavanaghKelly to ensure the accuracy of the information here, it cannot be guaranteed and neither CavanaghKelly nor any related entity shall have liability to any person who relies on the information herein. Information given here is for guidance only. Detailed professional advice should be taken before acting on any information contained herein. If having read the guidance here, you would like to discuss further; a member of our team would be pleased to help you.