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Inheritance planning

Inheritance planning is key if you are likely to have assets in excess of £320,000.

There is a potential tax liability if your estate - your assets at the time of your death - exceeds this amount, but there are ways to reduce or even eliminate the liability. The legislation is complex, making the right advice critical.

We offer:

  • A consultation with one of our experienced and regulated Financial Planners and Wealth Managers
  • A comprehensive tax planning review
  • Specific tax planning advice for you, and your partner, if applicable, to follow

Contact our accounting team

South Africa

Regent Square
Doncaster Road
Kenilworth 7708
Cape Town
t: +27 (0) 21 657 2120

United Kingdom

Castlewood House
77/91 New Oxford Street
London
WC1A 1DG
t: +44 (0) 20 7759 7514

Australia

Suite 8.06
9 Yarra Street
South Yarra
Melbourne VIC 3141
t: +613 (0) 86 514 500

Hong Kong

Level 1102
The Lee Gardens
33 Hysan Avenue
Causeway Bay, Hong Kong
t: +852 3959 8681

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