Trust and Estate Planning

Inheritance Tax (IHT) is a major concern for many people. Without proper tax planning, people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate they pass on to chosen beneficiaries.

The areas of advice which Gresham Wealth Management Ltd can provide are:

  • Wealth Preservation
  • Inheritance Tax
  • Trustee Act 2000
  • Additional Taxation Advice

For further information, get in touch via our contact us page.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

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