There are two certainties in life death and taxes, often at the same time be it CAT or CGT liabilities 

We provide advice around inheritance and estate planning using section 72 and section 73 policies as well trusts under the small gift exemption (especially when Granny and Grandad want to give the grandchildren some money but don’t realise how low the inheritance tax threshold is between Grandparent and Grandchild)

We provide advice around Agricultural/Business and retirement reliefs and the tax implications around this and also the how to mitigate inheritance tax bills because these can be penal and there are ways to navigate around these. 

We hate seeing an estate or business being built up with post tax income and then on death another 33% going to tax. 

Use of our financial planning software integrates this into your plan but we also use our specialist tax advisor on a referral basis for ongoing tax plans, we are not qualified tax advisors and you will have to seek professional advice for the actual implementation of reliefs but we can get you on the road there and point you in the right direction.