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Inheritance Tax

Planning for the next generation

Overview

Shaun Robson

Wealth Planning

WHAT IS IT?

Impartial Inheritance Tax Planning advice offered by our team of Wealth Planners as part of our holistic Full Wealth Planning Service.

Our advice can range from putting in place Wills – with the help of our in-house Will Writing specialists – to working out if your family is adequately protected in the event of your death, advising on the mitigation of Inheritance Tax, or establishing trusts.

WHY KILLIK & CO?

Our team of Planners can offer advice to those who are serious about growing, protecting, preserving or ultimately drawing on or distributing their wealth, no matter what stage of life they might be at .

We pride ourselves on our integrated approach – we combine our various in-house specialisms, including Investment Management and Wealth Planning as well as Tax & Trustee Services, to give our clients the best possible service.

Access to our award-winning care and expertise will ensure you remain on course to meet your financial ambitions, whatever they may be, or whomever they may be for.

WHO IS IT RIGHT FOR?

Anyone concerned about Inheritance Tax or Estate Planning and who would like advice on passing down wealth and doing so tax-efficiently.

 

Our Charges

Our Planning fees are percentage-based and apply to all assets advised upon on an ongoing basis. This ties in with to ensure complete transparency.

 

Get in touch

To find out more about we could help you if you are concerned about Inheritance Tax, please contact your nearest branch or our Head Office on [email protected] or 020 7337 0777.

Find out more

Find out more about our Wealth Planning services by downloading our brochure..

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Disclaimer

Please remember that we are an investment company and as is the very nature of investing, there are inherent risks. The value of your investments can both rise and fall over time and you cannot assume that past performance will repeat itself. You must be comfortable in the knowledge that you may receive less than you originally invested. The tax treatment of your investments with Killik & Co will depend entirely on your individual circumstances and may be subject to change, so please do seek advice.

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© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
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