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Having spent a lifetime building up assets, it seems a shame for these to be subject to taxation. However, with careful management and quality advice this can often be mitigated if not removed.
Inheritance Tax and Capital Gains Tax
Both need careful planning and Herbert R Thomas work with all the leading Solicitors and Accountants in this field. Taxation calculations involving Capital Gains, Inheritance Tax and other forms of taxation, (including Rating) will often require advice on property values, in many cases for historic dates. Herbert R Thomas has long experience of working with the Valuation Office/District Valuer in agreeing such valuations and has good records of historic values which are invaluable for such situations.
For an initial consultation 1 hour overview of your personal situation please contact :
Andrew Thomas andrewthomas@hrt.uk.com
Philip Thomas philipthomas@hrt.uk.com
At Herbert R Thomas we have also made special arrangements enabling us to introduce to you the expert financial advice offered by Mr Stuart Cooksly of the highly successful St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Services Authority.
Using his knowledge and experience he can help you take control of your financial future so you can decide:
- Which mortgage would suit you best
- When you will be able to retire
- How to protect your family’s inheritance from the tax man
For further information go to
www.sjpp.co.uk/stuartcooksley
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