Wealth Management

Wealth Management

ESTATE PLANNING

Our skillset, foresight and detailed tax regime knowledge will help you in transferring your assets, reducing your IHT liability and making full use of exemptions.

Wealth Management
At Thomas Quinn we always examine a client's requirements and tailor a bespoke strategy.

Potential issues that might affect you

  • Inheritance Tax (IHT) exposure
  • Managing and reducing IHT liability¬†
  • Succession planning for your business
  • Trusts & Wills
     

How we can figure it out

  • Listening to you and understanding your circumstances
  • Provide an adequate plan to manage your tax outcomes
  • Provide options for succession planning and help when you want to hand your business down to family¬†