Inheritance Tax and Succession Planning Servicesin Maidenhead
Highly experienced, commercial accountancy expertise
Maidenhead is home to a lot of successful start-up businesses of all sizes and a lot of these businesses have traded for a number of years and their founders may now be overseeing a company worth millions of pounds. However, as a business owner, there will be a time when you turn your attention to exit and inheritance tax planning.
One of the heftiest tax rates in the UK, inheritance tax can clock in 40% and this means that your successors can potentially be lumbered with large bills and forced to sell off assets to cover them. This can cause friction within businesses and you want to avoid this. Unfortunately, unlike London or Reading, specialist accountancy firms are not particularly common in Maidenhead.
In Maidenhead you can rely upon Wilson Partners for your inheritance tax and succession planning services. We are an award-winning specialist tax advisory and accountancy firm situated just a stone’s-throw from Maidenhead town centre and we have vast experience dealing with succession planning and inheritance tax planning.
Whatever situation your business is in, use Wilson Partners for your inheritance tax and succession planning services in Maidenhead. Thanks to our broad knowledge and expertise, we’re able to suggest a number of different options, to suit any kind of family circumstance. Our team will help you identify the options you need to consider developing in order to ensure the succession can be passed as smoothly as possible. We will define a clear strategy for you in order to manage the succession with as little fuss and disruption as possible.
Above all, our Inheritance Tax and Succession Planning Services in Maidenhead has one simple aim – to minimise your exposure to inheritance tax and leave the business in the best possible position when you decide to retire.
If you are a Maidenhead business and want to discuss how you can reduce the effect of inheritance tax, or how to manage the succession planning for your business, then get in touch with Wilson Partners today.
Call us on 01628 770 770 for a no-obligation chat
Innovation
We strive to find new ways of doing things that improve the client experience, develop our people and bring sustainable benefit to our community. We maintain the highest standards and make changes to our world before the world changes us.
Relationships That Last
Whether it’s our team, our clients or our wide-ranging network, everything we do is driven by the relationships we build. Together we achieve more, so we form professional relationships that last.
Dedicated Experts
With “Big 4” expertise and practical experience, our people add real value to our clients. From advising on wealth management to getting your money working more efficiently, our commitment to and passion for client service shines through.
Committed to People
Our values are centred on the understanding that it’s all about the people. Every client and team member is an individual with ambitions and goals in life. We recognise this, and openly encourage and support the achievement of those ambitions.
Anthony Francis, Pelican Capital
Our services for clients in the Maidenhead area include:
At our core is an understanding of what our clients need and value – after all we’re an ambitious business ourselves. We advise our clients the way we would wish to be advised. Our values that shape and define the character of our business are usually shared by our clients. Review our accounting and business services for Businesses in Maidenhead.
For more detailed information and a meeting to discuss your accounting and finance requirements, please call us on: 01628 770 770 or email:[email protected]
Call us on 01628 770 770 for a no-obligation chat
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Who we are
We are Wilson Partners. We combine the financial expertise, experience and accessibility of our talented team with a deep understanding of our clients to help achieve their goals.
What’s keeping you awake at night?
Running your own business is no mean feat. It can literally become your life and if you’re not careful, that can have you questioning the very reasons you went into business in the first place.
Our aim is to deliver the highest quality content to help existing and aspiring business leaders to reach their goals quicker. Material is generated primarily by our own team of experts.
Get in touch...
For more detailed information and a meeting to discuss your accounting and finance requirements, please call us on: 01628 770 770 or email: [email protected]