According to Benjamin Franklin’s famous assertion, the only certainties in life are “death and taxes”. When it comes to inheritance tax, they arrive together.
Should the taxman take your assets when you die? Especially when you’ve already paid tax on the money you earned to buy them? There are ways to protect your assets. Careful planning can reduce or even eliminate any IHT payable – allowing you to do more with your money for the people you love.
As independent Wealth Managers we offer expert advice on Investments and Pensions. Our core investment principles of timing, preservation, and growth allow us to react quickly to changes within the global markets, protect our clients’ capital, and deliver positive returns.
Lewis & Jill B
La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.
Investing with Intelligence
Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof.
Get in touch - our initial consultation is free, and it could be the best move you make this year.