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Succession and Inheritance Planning

A word to the wise, start planning for your demise today. You may not have given a thought to inheritance planning but you can rest assured that the Taxman certainly has. If you’re not careful the Government could end up with a large piece of your estate. That’s a scenario that very few of our clients are happy about.  succession-planningThankfully there are steps you can take to mitigate that.

We’ll not give away the trade secrets here but rest assured at Jack Ross we know this area well and can offer advice that’s best suited to you and your family.

Even if you’re planning to take life easy, ensuring there is continuity when you handover of your business affairs is a sensible step. And it’s where we along with our sister company Concerva* can help you.

To start your succession planning call the Jack Ross Chartered Accountants team today on 0161 832 4451 or email

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