A dynamic firm offering outstanding client service and a comprehensive range of business and financial advice.
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Succession and Estate Planning
Thomas Westcott is valued by clients for providing cost effective and expert financial advice for succession and estate planning, dealing with often complex issues in preparation for change and to minimise any challenges at a later date.
Business succession planning involves planning for the smooth continuation and success of a business which may involve passing the business on to family members, a management buy-out or sale to a third party. Our advisers will assist all parties with any associated financial matters, including a business valuation and identification of ways to release assets and shares.
Estate planning involves mitigating Inheritance Tax Liabilities, including protection of assets through the use of family trusts. We will advise on the most efficient structures to minimised taxes such as Capital Gains Tax. Many clients have been impressed by our ability to save considerable sums of money through application of our technical expert knowledge.
For more information please contact your local office or partners Dale Simpson and Michael Marsh.
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Thomas Westcott successfully claimed back a significant amount of VAT on our behalf and I was very pleasantly surprised as I did not expect to get a refund at all.
