Protecting your family wealth

Starting and nurturing a family is probably the greatest financial decision in most people’s lives and it needs careful planning. We want you to retain your family wealth in the most tax efficient manner, whether that be simple tax planning or the extensive use of trusts.

Our experts can help by taking away some of the worry over matters such as dealing with HMRC over personal tax matters, savings and investing where possible for one of the costliest parts of your life – including education and buying property.

We can deal with even the most, minute matters such as allowances, understanding a myriad of tax structures and tax efficient products as well as having close connections with IFAs for pensions, investments, mortgages and insurance. We also seek to minimize income tax, capital gains tax and inheritance tax.

Our tax advisors have the advantage of experiencing this stage of life as well as having the qualifications ability to make it easier for others.

Family matters

Protecting your family wealth
Change to Whitley Stimpson

Step 1

Confirm to your accountant that you wish to move to Whitley Stimpson

Step 2

Supply Whitley Stimpson with your existing accountant’s details

Step 3

Relax. We’ll handle the rest.
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