Initial consultation to identify clients position, plans and wishes. IHT Planning in London and UK - HNW High Net Worth Individuals a speciality.
We review your business structure, your personal and family tax position together with your plans and to give tax planning options. Experts in Estate Planning in London and International.
We change your corporate structure, review wills and estate planning, set up family trusts, and fully review offshore assets and remittance requirements to minimise taxation of funds.
We organise Wills, Lasting Powers of Attorney, Corporate Restructuring, Preparation of Actuarial valuations as well as Preparation of Sales and Lettings market valuations
We can help you with establishing entrepreneurs relief conditions to maximise your entrepreneus tax relief. We help with corporate restructuring including advising on substantial shareholding exemption and trading companies. We can maximise CGT deferral relief. For non-domiciled clients We analysis the remittance basis together with offshore income and gains. We consider estate planning, IHT and the use of UK family trusts.
The aim of this seminar delivered by one of the UK’s leading Chartered Tax Advisors Robert Steel BA CTA TEP FPC is: