SWW Conference Insight 2018 | Page 26

Tax Support for Will Writers across the UK Bit stuck with a high value estate? We advise on all aspects of UK taxation, with particular emphasis on inheritance and capital gains tax planning. We can help you with: • • • • • • General estate planning and maximising IHT reliefs Mitigating CGT and IHT on BTL portfolios Disposing of a capital asset and maximising CGT reliefs Advising on the pre-owned assets tax regime Maximising agricultural property relief and business property relief The application of entrepreneurs’ relief and business property relief In many cases early specialist advice can save very substantial amounts of tax for your clients. Tax advice can range from a simple 'health-check', to sophisticated tax planning arrangements and we offer generous fee splits with our introducers. Our team has the flexibility to tailor advice to any individual's circumstances and work with you to achieve best practice whilst being commercial and protecting your goodwill. Call or email on 01706 860 255 or [email protected] for a FREE chat about your case.