Case Study 1 - Inheritance Tax Planning
A Couple contacted us to request a review of their wills which they had made many years ago. These wills had left their respective estates to the survivor. This was not tax efficient bearing in mind that since they had made their wills they had set up and now run a very successful business. By drafting new Wills to include tax saving measures we were able to significantly reduce their potential tax liability on the death of the survivor and advise on and ensure the succession of the business.
