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Inheritance Tax Planning
Avoid paying tax again on wealth you've accumulated and been taxed on already!
Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.
We can advise...
- Individuals whose estate planning is close to the nil rate band or many times larger;
- Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
- On both lifetime transfers and wills.
However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".
For more information see our ...
Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote. Please note that if it is audit regulated work then we will refer you to WJJ Services Limited who now perform our audit regulated work. WJJ Services Limited is registered by the ICAEW to carry on audit work. The audit registration number is C011004180 and the company registration number 12267520. WJ James & Co will be able to help with all other queries though .
Charities & Not For Profit
We have been providing charity clients with high quality, specialist advice and service for many years, and our charity clients range from small village halls to large national organisations...
Farming Industry
The largest industry sector that we deal with is farming, as you would expect in a rural practice. This means that we have developed considerable expertise in this field...
Business News
