services - tax planning

Our full time tax strategist, Scott Hallesy, continually reviews developments in the field of taxation for effectiveness and is constantly on hand to add his expertise to any planned transaction.

With the soaring values of property in recent years, Inheritance Tax has become much more of an issue for most people.  Once famously described by Roy Jenkins as "a voluntary tax, paid by those who distrust their heirs more than they dislike the Inland Revenue".  More frequently though, it is payable by those who are unaware of the actions that could have been taken.

Scott has extensive knowledge of what is possible to mitigate your Inheritance Tax liabilities, and has devised strategies that greatly reduce the impact of this, arguably, unfair tax on savings.

 
 
     
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