We can then help explore the many different options that may be available to you, to help mitigate the tax liability, or simply to plan the best way to pay the tax.
We can use our knowledge and expertise to come up with clever solutions to your needs.
We can take into account the need for income, access to assets, care fees (actual or potential), needs of your beneficiaries, the types of solutions that appeal and any issues that are specific to your situation.
We are happy to work alongside any other professional advisers you have (such as a solicitor or accountant).
We can help you choose the correct type of investments and how best to minimise income/capital gains tax, if there are implications for these taxes when planning for Inheritance Tax Planning.
Trying to plan the best route for your future, whilst minimising tax, can be very complicated so please contact us to be sure to make the right decision.
Visit us at
12 Meyrick Park Crescent
Astute Money Management Ltd is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Conduct Authority.
Sesame is entered on the Financial Services Register under reference 150427. The FCA does not regulate trusts and some forms of tax planning. Astute Money Management Ltd is registered in England & Wales (registration number 04206845) at address: 12 Meyrick Park Crescent, Bournemouth, BH3 7AQ