Bespoke Wills – High net worth services
Our tax planning solutions provide effective and legitimate solutions to preserving family wealth. Working alongside fellow professionals with an equally strong track record means we can offer more rounded, cost effective and objective advice on tax planning. We are happy to work alongside your accountant or financial adviser to achieve the best outcome for you.
Our team take the fear out of the daunting process of tax planning, by carefully considering competing concerns such as Inheritance Tax, Care Fees, Capital Gains Tax and family relationships, to achieve the best outcome for our client.
In the knowledge that everyone’s situation is unique, we deliver the most cost effective and reassuring solutions to add real value to your family wealth.
At Keebles we understand that protecting your wealth for the next generation is of paramount importance – which is why we’re always on hand to guide you through this complex and often misunderstood area to ensure the correct provisions are in place to take full advantage of the latest nil rate bands and tax free allowances.
We achieve this with the creative use of exemptions, reliefs and planning with trusts (lifetime or by Will) – ensuring the maximum is passed down to your family.