Inheritance Tax Planning

Protecting your legacy into the future

Running a successful business takes time, commitment, hard work and determination. This means that owners have little time to think about their own financial objectives, or the protection of the business they have created. As a result, planning your own and your employees’ financial security often becomes neglected or even completely overlooked.

No one likes to ponder on mortality, but it’s a reality that needs to be accounted for in order to protect the long term security of your business, your family, your employees and your investments.

The death or serious illness of a key director, stakeholder or employee could have far-reaching consequences for any business. It could also have implications for your own financial security and that of your family if you are unable to continue running your business due to long-term illness or injury.

At Baggette & Company our wealth management specialists can provide you with current and appropriate advice on insurance and protection plans to safeguard your business investments – leaving you free to concentrate on running your company.

Baggette & Company … bespoke advice from wealth management experts.

  • Utilising tax exemptions
  • Will writing
  • Taper relief
  • Gifting
  • Trusts
  • Life cover
  • Guaranteed whole of life policies
  • ISA AIM portfolio
  • Estate planning

Leading Chartered Financial Planners

With over £160 million in funds under our management and administration, you can be sure this is a relationship that you can trust.

Baggette and Company Wealth Management can help make your money work for you. We are a firm of financial planners with offices in Poole and London and have been awarded the status of Chartered Financial Planners by the Chartered Insurance Institute, the gold standard for Financial planners.

Get In Touch

Send us a message

Contact form
Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation. Please ensure you read our Privacy Policy which explains how we process and retain your personal data.