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