INHERITANCE TAX PLANNING
We’ll also enable you to consider practical money saving steps
At Wright & Lord we’re always up to date with the latest tax law so we can always offer the most up-to-the-minute advice. We can make that Wills incorporate discretionary trusts and help the deceased’s family to create those trusts. We’ll also enable you to consider other practical, money saving steps such as lifetime gifts and how the family home is to be owned. Involving Wright & Lord Financial Services will help you review your finance so that they are held in the most tax efficient way.
For further information on inheritance tax planning or to arrange an initial meeting, please call us on 01524 402050 / 01539 565990 or alternatively complete the Enquiry form below.
It is re-assuring to know that things are performing as well as can be expected in the financial markets and I am grateful for your care and attention.
We appreciate your help and guidance which we valued highly when you acted for us previously.
Thank you for your profecssional help and advice. It is encouraging to think that you would be willing to act for us again as an Independent Financial Adviser.
We were worried that we would not be able to find a mortgage lender to grant us a loan. Thanks so much for your endevours, we are now looking for our new house.
We are so pleased with your help and advice that we have recommended you to our friends. We told them you would explain the whole process involved as well as getting them a mortgage.
Thanks for seeing us last Wednesday evening. It is difficult to find time to sort out a mortgage when you both work! You explained everything so well that even I understood.