Capital Taxes
Planning for Capital Taxes is essential to tax minimisation, for both taxpayer and beneficiary, allowing Wilshers to focus on:
- Mortgage and Property ownership planning
- Asset and Investment Portfolio ownership planning, including exemptions and transfers
- Estate Assets Will planning, introduced to specialist Legal Property and Wills firms, including use of gifting and Trusts and Executorships
- Retirement planning for business assets, succession and sale options
- Pensions and Assurance plans, introduced to IFA with risk assessment options
