Inheritance Tax Planning
We believe that for some people paying Inheritance tax is entirely avoidable. Proper and prudent planning can attempt to save your beneficiaries a significant tax burden on your estate.
Planning to minimise the liability is often a team effort involving expert accountants and solicitors in this field. To enable long-term planning to be set in place, it is important to carefully consider your planning options before making decisions about your own financial planning and the distribution of your estate.
For some clients it can be a relatively simple approach with straightforward trusts to remove capital from your estate. For others, it can be a complex process, however leading to positive outcomes that allows capital to cascade from one generation to another.
Lang Financial is a trading style of Lang Financial Scotland Ltd which is authorised and regulated by the Financial Conduct Authority.
Company No. SC208335.