Allan Wilson, Wilson Partners

Inheritance tax
As we get a little older, it is inevitable that thoughts turn to inheritance tax and the understandable desire to reduce the tax burden on assets passed to the next generation. With inheritance tax currently at 40%, there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums.
There are many options to consider and almost every case is different due to unique family circumstances. We’d love to talk to you to understand your specific position and help you explore the steps you might be able to take to minimise exposure to inheritance tax for your loved ones.
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Tax eNews:
Following the announcement in the Autumn Budget that there would be a review of the current R&D relief schemes. The treasury has issued a consultation document and we now have further details on the proposed changes to the R&D regimes.
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Allan Wilson
Chris Wilson
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