INHERITANCE TAX PLANNING

By: Midas Independent Financial Planning  14/11/2012
Keywords: wealth management, Tax planning, financial adviser

Your financial objectives may include longer term plans to distribute wealth and to protect family members. Inheritance Tax can also be a concern when considering future plans. We can ensure that your plan includes provision for these issues and that you will have a proper understanding of these sometimes complex matters. Our work with solicitors and accountants ensures that we too get relevant advice when needed!

Keywords: financial adviser, Financial Planning & Investments, independent financial adviser, Tax planning, wealth management

Contact Midas Independent Financial Planning

Email

Print this page

Other products and services from Midas Independent Financial Planning

14/11/2012

MANAGING CHARITABLE INVESTMENTS

Managing Investments for Charities is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of


14/11/2012

MANAGING TRUST INVESTMENTS

We have considerable experience and knowledge in advising on the best solution available and can closely work with your chosen Solicitor and/or Accountant to help comply with the Trustee regulations.


14/11/2012

MITIGATING TAXATION

We will help you to minimise your taxation liabilities to ensure you pay no more tax than required.


14/11/2012

CARE HOME FUNDING

We can guide you through the various options on protecting your capital whilst paying for your care costs.


14/11/2012

SAVINGS AND INVESTMENT PORTFOLIOS

Our strategy is to out perform the average index of performance in each sector,  this has proved to be sound practice for both building wealth and retirement planning.