Inheritance Tax Planning

Most of us don’t generate wealth just for ourselves, but also for the benefit of our friends, family and loved ones.

The problem is unless you plan now for your death, you may find passing your hard-earned wealth on to those you want to inherit is difficult.

Inheritance tax planning is the cornerstone of your financial strategy.

Dealing with inheritance tax is easily put off until it’s too late, so your Guardian Wealth management advisor will encourage you to consider now rather than later about what will happen to your estate when you die.

Complexity of cross-border estates

This complex tax planning is made more difficult if you are an expatriate or international worker as the inheritance rules of more than one tax jurisdiction may need consideration.

Certainly, you will need to make a will and probably think about setting up a trust. Speak to one of our advisers today to discuss your concerns.

Planning for business succession

If you are in business with partners or shareholders in a company, you will have to think long and hard about succession planning because ownership or control of your business may go to someone you or your business associates would rather not work with.