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Succession and Inheritance Planning

What is Succession and Inheritance Tax Planning?

Succession and inheritance tax planning involves strategising how to pass assets to heirs in a way that minimises the financial impact of inheritance tax. This process typically includes making decisions about wills, trusts, and gifts to efficiently transfer wealth and reduce tax liabilities.

How Jack Ross Chartered Accountants Can Help

At Jack Ross Chartered Accountants, we provide expert succession and inheritance tax planning services. Our team of experienced accountants works closely with clients to develop tailored strategies that efficiently manage the transfer of assets, ensuring your wealth is passed on according to your wishes while minimising the impact of inheritance tax.

Wills, Trusts, Gifting

We offer guidance on wills, trusts, and gifting, ensuring that every aspect of your estate is handled with the utmost care and financial savvy.

Our Clients Matter

We recognise that this can be a delicate matter for people, often involving close family members and difficult conversations. Our experienced team (along with our sister company, financial advisors Concerva*) carry out their work with nuance and empathy, ensuring everything that is happening with your finances is fair, open and transparent. 

Get in Touch Today

If you’re in need of our expert Succession and Inheritance Planning services, use the contact form below and a member of our dedicated team will be in touch to discuss next steps and book a 15 minute free consultation.

*Concerva Limited is an independent Financial Adviser, authorised and regulated by the Financial Conduct Authority. FCA Register No. 196679.

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