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TAX & ESTATE PLANNING

Running the risk of using a cliché, the old adage about ‘death and taxes’ is not one to be ignored. Whether you are looking to preserve a proportion of your wealth without being stung with excessive tax bills, or are looking at setting something aside to mitigate the chances of your loved ones paying too much tax after you’ve gone, there will be an arrangement or combination of plans that suit your needs.

SENSIBLE CONSIDERATION

Sensible estate planning is all about making sure that your wishes are met. It can alleviate stress caused by uncertainty at times when emotions are often already fraught. There are several things to consider - wills, taxation, trusts and inheritance tax efficient investments being the mainstays of estate planning.

PERSONAL CIRCUMSTANCES

Are you single, married or divorced? Do you have children and grandchildren to consider? Are there any charities with which you’re involved? Are there overseas assets or properties to factor in? We look at the various assets you wish to leave and then discuss the most appropriate trust and investment arrangements.

THE HELP YOU NEED

Estate planning can be daunting for a number of reasons - it’s often subject to legislative changes, there are a lot of different options and a fair amount of jargon, not to mention the pressure of wanting to do the right thing by your family. KMD are here to set you on the right path to making sure your money ends up where you want it to.

BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.