Inheritance Tax

Preserving wealth for your family and tax planning – There is a wide range of financial planning options used by individuals and their professional advisers to protect family wealth and reduce/minimise the effect of inheritance tax.

At Whyte Sharp Independent we will carry out a face to face interview with you to discuss your personal and financial investment objectives. In addition where necessary we will also liase with your other professional advisers – perhaps your Accountant or Solicitor and carry out comprehensive tailored research on your behalf before presenting you with your personal wealth preservation & tax planning report and recommendation.

 

There’s Value in our Approach