Inheritance and Retirement Tax Planning – We pride ourselves in the way we help clients in this area.

These days a simple will is not enough to make sure your estate goes to your heirs efficiently. You will probably need a detailed plan. Our Inheritance Tax help will ensure that you have everything in place for those dearest to you.

Exactly what structures you need to put in place vary dramatically depending on the size of your estate itself, the nature of your wealth and what jurisdiction(s) the assets occupy. No matter what your situation, though, O&K can help you set up a structure that will pass your assets on to your heirs, with as little regulatory and tax burden as legally possible.

We believe that trusts are also a excellent way of organising your assets and there are many types of trusts to choose from, and they are taxed differently. In this respect it is crucial to know which one is trust is right for you. To make sure you are making the most out of your assetts and wealth we will look into trusts to see if they are an option for you.

Your inheritance and retirement tax structure might include:

  • Setting up one or more trusts
  • Advising on the transfer of existing trusts
  • Ensuring full compliance with HMRC and other regulations
  • Ensuring the continued support of vulnerable beneficiaries
  • Goals and structures unique to your situation

Our aim is to help you plan for your future, we have a wealth of experience in this area.

Get in touch today

Call us on 020 8686 7756 or Click Here to start planning your estate structure now.

 ‘We’ll help you plan for your retirement’