Services

It’s never too soon to think about making a will – especially as the legislation that governs passing on your estate requires you to plan well in advance in order to minimise your tax liabilities.

Inheritance tax planning is complex and subject to frequent changes in legislation, so even if you have already made provisions against inheritance tax, they may not still be relevant.

A Morris Owen wealth review service will:

• help you look at the wider picture, as inheritance tax and capital gains tax planning will often interact
• ensure that tax is not unnecessarily due
• provide constructive advice on capital tax planning issues, from ad hoc advice to detailed planning reports
• indicate where tax is due, with clear and timely notice of tax liabilities.

The wealth review service is individually tailored for each client and is designed to help clients make the right decisions for themselves, their families and other dependants, while providing a professional approach to inheritance tax and capital gains tax matters.

We also work in partnership alongside our clients’ solicitors and other professional advisers to ensure a seamless service.