Personal tax and planning for the future
We advise you on the management of your personal finances in order to meet your needs effectively.
You may need to plan years ahead for Inheritance Tax and use of trusts to ensure that personal assets transfer intact to those you want to benefit. We give clear advice in an area that is often complex.
Impartial help with equity extraction and succession planning including valuation, decision making and negotiation necessitated when a business changes ownership or management.
At Cresswells, we are conservative with a small ‘c’, we don’t organise ‘fancy’ tax planning schemes, or construct elaborate mechanisms to claim tax relief; that’s not about running a business.