WEALTH PRESERVATION

Having created wealth, it is natural that you will want to protect it for your family. The last two decades have seen many changes in the tax regime. However, it is still true that inheritance tax is, in a large measure, a voluntary tax which can be avoided or minimised provided you take the right steps. As with so many wealth and tax issues, strategic planning is the best approach.

Nevertheless, matters must simply not be left until too late in the day. Very often, with timely planning, the tax can be avoided without the need for provocative steps.

Simon Gould specialises in this area and has built a number of strong relationships with local solicitors who work in this field. As a business, Gould Financial Planning is also a member of STEP (Society for Trust and Estate Practitioners) who are also available to guide us and act as a sounding board.

”Whatever the market conditions, I trust in Simon’s skill and experience to plot the right way forward for my finances” Anonretired Director