20/07/2024
I enjoy the challenge of mitigating Inheritance tax by getting to the heart of the matter. You can only do that by skillfully engaging with the client. Being approachable and listening carefully is therefore vital.
Tax planning with trusts, still offers a workable solution as does working with Independent financial advisors and accountants.
Dealing with overseas estates led to the development of my Notary Public practice. In turn the diversity of international matters led to a mixed and varied range of clients.
