Family Tax Advisory
The need for family tax planning arises for a number of reasons, from life events, wealth protection, estate planning to business succession planning.
WTT Group understand that everyone has different circumstances and needs. By taking a co-ordinated approach to all areas of life events, we ensure your wealth is passed on in the most effective way.
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Inheritance tax planning
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Marriage, separation & divorce
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Asset disposal
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Retirement
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Birth & death
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Family business succession planning
We work with you to understand your current profile and your short, medium and long-term goals to put the correct structures in place to meet them. This can be done whilst working with your current financial advisor, or one trusted and recommended by us.
Our team holds qualifications issued by the Society for Trust and Estate Practitioners (STEP) and are bound by the bodies Professional Standards.
It never occurred to me that WTT could help my family. Not only am I part of the family farming business, inherited from my parents, but I’m a contractor in IT. Having people with knowledge of so many aspects of tax was invaluable. They pointed out things neither I nor my siblings has thought of, and helped us all plan for the future so we can protect our children down the line. Thank you WTT!
Arrange a callback
We’d love to hear from you!
Whether you simply have a quick question, or were seeking a more formal conversation to discuss your tax needs, drop your details here and we will be in touch! Alternatively, you can contact us on +44 (0)20 3468 0000.