Protecting your bequest
Inheritance Tax Planning
Wills and inheritance tax plans that achieve your intended result, whilst also being tax efficient, are the result of understanding, expertise and experience. They are more rare than you might imagine
You can significantly reduce your inheritance tax burden and, in doing so, preserve more of your wealth for your beneficiaries. There is an art to achieving this in such a way that your lifetime goals and considerations are not compromised.
CBW Wealth can provide advice on restructuring your wills together with a range of inheritance tax efficient investment strategies. Alternatively, Andy White and his team could work seamlessly with your own tax and legal advisors.
Andy White
balances creativity, pragmatism and expertise in tax and strategic planning to help clients achieve their commercial and/or personal goals.
d: +44(0)20 7309 3917
e: andy.white@cbw.co.uk
Kerry Edmonds
Manager, Carter Backer Winter LLP
d: +44(0)20 7309 3846
e: kerry.edmonds@cbw.co.uk
Peter Winter
Partner, Carter Backer Winter LLP
d: +44(0)20 7309 3825
e: Peter.Winter@cbw.co.uk
