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