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Inheritance Tax advice for portfolio landlords
You've taken risks and put in hard work to grow your wealth. Our team can help you make sure it’s structured in the most tax-efficient way.
Safeguarding your prized assets
You juggle a great number of responsibilities to take care of your tenants and generate your returns. Avoiding unnecessary taxes and risks is essential for you to make sure your efforts aren’t wasted.
Securing your wealth for future generations is possible with the guidance of our team. Our approach is centred around family wealth, and we hope to be the adviser of choice for you and your loved ones for many decades to come.
Understanding tax rules
The key to tax efficiency is being aware of the thresholds and exemptions that apply in your particular situation. With the help of our specialists, you’ll gain clarity about your portfolio’s true value and the associated tax implications, and you’ll learn what options are available to you for reducing your bill.
Gifting assets to others
Making lifetime gifts to chosen parties can be an effective way to reduce the amount of Inheritance Tax payable on your estate. Greater wealth creates greater complexity, but with this complexity comes opportunity for sophisticated planning. Our advisers can help you understand what’s most appropriate in your circumstances.
Securing your portfolio
If the value of your portfolio is part of your estate for Inheritance Tax, you may find that your loved ones are forced to sell assets on your death that you would have preferred them to keep. We can help you consider options that can prevent this outcome.
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Introduction call
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Discovery meeting
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Research and Financial Planning report
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Implementation
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Ongoing service
Mike and Eve
Clients since 2010
Working with Deep Dive, reliable is the word that comes to mind.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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