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.

  • Client Testimonials

    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Just a big thank you for all you have done for our family. We do appreciate it.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    Thank you so much again for your time and brilliant advice.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
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