Inheritance Tax, Wealth and Estate Planning

We are here to help you to ensure that you minimise your Inheritance tax liability to your beneficiaries’ advantage.

We are registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers and Shama Meghjee-Caine is registered with The Society of Trusts and Estate Practitioners.

We will prepare, with you, a plan to suit your needs and if you are part of an owner managed business, the business needs.

Our advice will reflect Personal Tax Planning combined with the effect of Inheritance Tax, Capital Gains Tax and Corporation Tax .

We can advise you on the taxation aspects of your Will and will liaise with your solicitor if required. Our review will involve ascertaining the location of your assets, wherever situated, and consider the merits of trusts. We can also prepare your will and Probate applications.

Where you have overseas assets, it will be necessary to consider the tax implications in both the UK and the country where the asset is held.

Contact Shama Meghjee-Caine on 020 8867 5073 or email shama@cdjltd.co.uk