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We believe Tax Planning is essential and necessary if you are to protect and safeguard your wealth for your future generations. Estate Planning is all about passing on your wealth to those whom you cherish most.

The complexities of inheritance legislation mean that you should plan well in advance. Since none of us knows when we will die, this means making the necessary provisions while you are well and healthy.

The sooner you make these arrangements, the better your chances of taking full advantage of the tax opportunities available and thus maximising the amount that goes to your heirs. Nothing is more annoying than the thought that a substantial amount of the wealth you have worked hard to accumulate will end up in the Government's coffers!

Ensuring you make the right decisions and take appropriate action takes considerable skill and foresight and detailed knowledge of the taxation system.

WynTax provide a discreet estate planning service that includes:

  • Advice on drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into a trust
  • Advising on the level of life assurance to cover potential inheritance tax liabilities

Book your 1 hour no obligation free consultation.