Antonine Investment Managers provide specialist advice that can help you to protect your wealth and ensure that your loved ones receive what you have worked hard over the years to build. There is a view that Inheritance Tax (IHT) is a voluntary tax as there are a number of ways in which you can mitigate this potential liability. Our experience tells us that it is seldom that simple!
We believe it is vital that you fully consider all of the available options open to you, and we'll also work with your accountant or solicitor to ensure that collectively you and your wealth is fully protected.
There is a wide range of different planning options available to assist in mitigating a potential IHT liability. Typically this may involve making the best use of your Will, utilising your annual gift allowance and perhaps more complicated structures involving the use of Trusts.
Antonine Investment Managers have assisted many clients in this area and would welcome the opportunity to discuss your requirements with you in person.
To discuss your financial planning requirements or to obtain further information about our services and how we could help you, please contact Antonine Investment Managers, telephone 01324 478 248 or email: firstname.lastname@example.org We look forward to hearing from you.
Tax planning advice is not regulated by the Financial Conduct Authority.