Tax & Estate Planning
Although tax is unfortunately one of the few certainties in life, with the right advice it can be controlled. Ae Financial Services Ltd have advisers who can offer specialist advice on income tax, capital gains tax and inheritance tax.
To enable you to maximise your personal allowances, you may find some of the following options beneficial:
- ISA Pension
- CGT allowance
- Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT)
- All types of assets which enjoy Business Property Relief
Inheritance Tax is something that you leave for your children, but there are ways of reducing this, if you are liable. This means that any assets over the nil rate band (currently £325,000) will be subject to a levy of 40% including home possessions, savings and investments.
To reduce this, we would look to reduce the value of your estate by gifting during your lifetime (potentially exempt transfers), the use of life assurance and trust or various other trust related investment alternatives.
For more information, please call 02380 558300, email info@aeins.co.uk or use the contact form.