Inheritance Tax Planning
Avoid paying tax again on wealth you've accumulated and been taxed on already!
Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.
We can advise...
- Individuals whose estate planning is close to the nil rate band or many times larger
- Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
- On both lifetime transfers and wills
However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid 'giving away too much too soon'.
Testimonials
Absolutely amazing experience with my tax returns, had a young lad called Callum Newton dealing with it all, can honestly say i’d highly recommend this company for anything tax related.
Excellent service, enquiry solved to perfection. No hesitation in recommending Turnerwarran Accountants re Sharon, this lady made one very stressed lady a very happy lady. Thankyou for everything.
I’ve been with Turner Warran since 2010. Everyone there are helpful, good to talk to, very professional and excellent at what they do.
“Their responsiveness and ability to provide specialist expertise across a range of areas, or just to talk through issues, has enabled us to bring a clear focus on the operation and growth of the business.”
I would also like to put on record our sincere thanks for the superb service given by Alice , Lauren and your Team during the last 10 Years of trading. The Service has been without fault.
Greatly appreciate once again the expertise and support from the team to conclude annual tax reporting.
Get in touch
Call us today at 01652 650112 or contact us via email at info@turnerwarran.co.uk