Retirement and Estate Planning

We advise on retirement issues from family companies or unincorporated businesses according to current taxation legislation at the time.

We recommend appropriate investments which will provide an appropriate income in retirement.

We advise on the question of mitigating potential taxation liabilities which may arise as a consequence of selling the business.

We advise on estate planning and mitigating Inheritance Tax liabilities. This may include the setting up of Trusts and making appropriate investment to provide income.