In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble
You’ve Got The Legacy, We’ve Got The Planning..
21,548
Property Professional LinkedIn connections
84
Years combined wealth tax experience
100%
Compliance with legislation
I have a picture, Pinned to my wall, an image of you and of me and we’re laughing and loving it all
– Thompson Twins
The fundamental algorithm of business – repeat what works!
You created your legacy, your way, over your lifetime. Most of our clients did it with property, or types of real estate, or related activities
Clients tell us success leaves clues and, as T Harv-Eker said, ‘Don’t wait to buy real estate, buy real estate and wait’
Testing positive for family concern
So you’ve built your property business and now you’ve realised the taxman WILL confiscate 40% of your lifetime’s work when you die
Unless you dislike your kids more than you dislike paying voluntary taxes, that’s going to be a problem for you
Resting on your morals
It’s easy enough to fix
The aristocratic social order which prevails in the UK debars a fair playing field in many things but, in legacy planning, we use it to your advantage
The legacy planning principles that work for the rich and famous, can work for you too, just smaller
Britannia waives the rules
Everyone pays, or chooses to pay, Inheritance Tax on assets valued at more than £325,000, with just one exception
Back in 1993, when John Major was Prime Minister, it was decided that any inheritance passed ‘sovereign to sovereign’ is exempt from Inheritance Tax
So, Queen Elizabeth’s estimated £1bn estate passed to King Charles Inheritance Tax free in order to preserve ‘a degree of financial independence from the government of the day’
IHT impacts everyone else
For everyone else, the IHT threshold of £325,000 is frozen until at least 2028, bringing more people into the net as property and investments grow in value
IHT is levied on your worldwide assets, including your home, other properties you own, your savings and investments, including ISAs (yes, your £1m ISA likely is worth just £600,000!), cars and personal possessions
One day, son, 60% of all this, will be yours!
Inheritance tax is often called a voluntary tax because it can be legally planned away
Let’s repeat that for the hard of thinking: IHT is voluntary and can be legally mitigated!
If your family pay IHT on your lifetime’s work it’s because of a decision you made, or didn’t make
As humans we have free will and that comes with great responsibility
Poor decisions have consequences and those consequences don’t affect just you – they affect the people around you, the people you love most
The fact is you’ll likely never make a better investment than sorting your legacy planning. Up to 40% of everything you own could go in death duties, and that’s completely voluntary
By doing nothing that’s where you’re at – you do the maths!
You wanna be the man, you gotta have a plan
Maybe the balance is you work hard on your short term goals and we’ll work hard, with you, on your long term goals
You take care of the present time orientation and we’ll take care of the future time orientation because, frankly, we’re good at that
Left to chance, your planning will simply crash and burn
Helping good people do good things
We’ll do all your legacy planning for you, then we’ll maintain it, keep it completely up to date as rules, regulations, legislation and as your wishes change
Then, when you die, our team will handle everything for and with your loved ones, exactly in line with your wishes. Will, probate, digital estate, all that will be handled for your loved ones at the most difficult time of their lives
All executed by the team that designed and implemented the plan for you
That’s your final gift to your family…
Remembering I’ll be dead soon is the most important tool I’ve encountered to help me make the big choices in life
– Steve Jobs
Next Steps
Remind yourself what you had to do to get to where you are now by listening, really listening, to Telegraph Road by Dire Straits
Your legacy planning is complex (unlike, say, the orbit of Jupiter, which can be precisely predicted!)
Solutions to complex problems typically rely on multiple layers of insight and require multiple points of view
Our tax team are virtually unknown outside the world of legacy planning, but they’re legends within it, so talk to us..
What our clients say
In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble
John Reilly, Managing Director
John Reilly (Civil Engineering) Ltd
- 5
Clients we work with
Here’s what you need to do
Great things happen when we work together
60 complimentary minutes that could save 40% IHT – you do the maths!
