Looking after your Past, Present & Future
Falling into an inheritance tax trap can be easy for the unwary, even if you give your assets away at an early stage. At Finton Doyle we will not only make you aware of the potential dangers, but advise on strategies that will keep your estate protected for future generations.
Working closely with solicitors and financial advisers, we can help you to draw up and review your will to ensure it is beneficial from both a legal and tax perspective.
Setting up a trust can be an effective way for you and your family to manage and protect your assets and investments, both while you are alive and after your death. A trust is a legal entity in its own right and is therefore subject to its own tax regulations.
There are many different types of trust available, and the options can be perplexing. We can assist you in setting up and administering your trust, working along side other professional advisers to ensure you have full peace of mind in the knowledge that your assets are protected.