Wealth management skills are as important as developing work ethic, personal interests, and social values. Communicating a consistent family message and encouraging the next generation to develop their own beliefs is key to passing on wealth successfully. As well as providing personalised strategic tax advice, EAG Tax will work alongside your chosen financial adviser and other trusted professionals to help meet your financial wealth objectives.
Family
Inheritance Tax
We can calculate your current IHT exposure and work with you to structure your plans tax efficiently. Should you have concerns regarding specific business tax reliefs, we can review assets of concern and advise on how to strengthen the position.
Trusts
At EAG Tax we can assist with the decision-making process of creating a trust, detail the initial and ongoing tax implications as well as the annual compliance obligations.
Philanthropy
EAG Tax can advise on annual Income and Corporation Tax mitigation, review assets that might benefit from charitable gifting, and assess the impact of leaving a gift in your will on your IHT exposure.
Tax Efficient Investments
At EAG Tax we can work alongside your chosen financial adviser and other trusted professionals to help meet your financial wealth objectives.
Divorce
At EAG Tax we can help you understand the overall position and implications of new asset income streams, whilst highlighting future tax exposure.
Self Assessment
We aim to make this process as stress free as possible, seeing it not only as an administrative process, but also as an opportunity to reflect with you on your financial situation.