Don’t Leave the Future to Chance
Partner Colin Frame shares some thoughts on Farm Succession Planning. In simple terms when we talk about farm succession we…
Depending on your circumstances, setting up a trust could be a good way to protect the assets of your business for future generations.
Putting Your Faith in Trusts
Have you thought about who will take over your business when you retire? Have you had a complete financial review of your business and personal circumstances recently? Do you understand how trusts work?
Trusts may also be set up for other reasons such as to look after your children’s affairs, manage your business when someone is unable to do so due to ill health, and also to pass on money or assets either during your lifetime or after you’ve passed away.
We can provide clear financial advice in simple terms. It’s our job to explain the complexities of trusts in a clear and easy to understand way. This allows you to make an informed decision on your business and personal finances.
Choose GWA to look after your trust and we will provide reliable advice including:
Don’t leave the future to chance. Get in touch for a no obligation meeting to discuss your trust options
Tax rates & allowances - Inheritance tax
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Capital taxes - Capital gains tax and the family home
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Capital taxes - Making a will and other related matters
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Capital taxes - Trusts
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Webinars - Inheritance Tax Planning (IHT)
This webinar looks at how financial advice should play a key part in your investment decisions when you consider Inheritance Tax (IHT) and succession planning. IHT is definitely no longer a concern just for the 'rich', with an increasing number of estates falling into the range impacted.
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Partner Colin Frame shares some thoughts on Farm Succession Planning. In simple terms when we talk about farm succession we…
Are you thinking of selling or gifting a residential or commercial property? Before you do, it is worth considering how you can minimise any Capital Gains Tax liability.
For a long time, Family Investment Companies have been the preserve of the very wealthy. But, even for those…
Wills and Executors Towards the end of last year, the Financial Times reported that Lloyds Bank had discovered approximately 9,000…