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T: 0344 4 141 360

headoffice@bbtgroup.co.uk

The Retirement Planning Specialists

BBT Group

Large Estates

Large estates need to be looked at with great care as the practical approach may involve giving assets away while alive, be it to friends, family or charities, and will usually involve some form of Trust planning.

However, in disposing of assets by gift, there may be immediate Capital Gains Tax implications. Also, Trusts need to be treated with more care than most people think (use the wrong trust, and its internal tax rate may cancel out any apparent Inheritance Tax savings). Advice and planning is essential.

Estate planning is not regulated by the Financial Conduct Authority.

Our Address

BBT Group
2 Benton Office Park,
Bennett Avenue, Horbury,
Wakefield, West Yorkshire WF4 5RA

Telephone: 0344 4 141 360 or 01924 231 400
Facsimile: 0344 4 141 361
Email: headoffice@bbtgroup.co.uk

 

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