Inheritance Tax Plan
At CTT Private Client Wealth we can work with you to organise your assets and financial affairs to minimize the impact of inheritance tax on your estate and ensure your intended beneficiaries receive as much as possible from your assets. By calculating the value of your assets and considering suitable trusts and investments relevant to your circumstances, we can help your loved ones protect their inheritance from the tax man.
Legacy planning will help you understand what you’ve got and how your affairs are being managed.