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
- Life cover
- Guaranteed whole of life policies
- ISA AIM portfolio
- Estate planning