Inheritance Tax review and estate planning Gwent : Green & Co

Inheritance Tax review and estate planning

If you are looking to decide how best to organise your Estate for the benefit of your family and to minimise any tax liabilities, Green & Co provides an Inheritance Tax (IHT) review service that will advise you fully with regard to these issues.

This service has three main stages:

Comprehensive review

We will gather all the information with regard to assets and liabilities, including descriptions, types of assets, current values and ownership.

Clear solutions

We identify the current IHT risk, laying out the issues that need to be resolved and solutions that need to be considered, summarising your current estates in a thorough and detailed report.

Expert advice

We provide clear and expert advice for you and your family with regard to these issues, meeting with you to analyse the report.

Working in conjunction with a firm of solicitors that specialise in this area, Green & Co will help you to decide what is best for the future.

We offer a fixed price for this service, so please contact us to arrange a free initial consultation or to learn more.

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