We can help you provide for your family’s future and pass on your wealth in the most efficient way.
Our wealth planning services include:
· Specialist tax advice
· Inheritance tax planning
· Will writing
· Setting up a trust
The services and products below have individual terms and conditions.
Specialist tax advice
Specialist tax advice is key to managing your wealth. We work with leading tax advisers Ernst & Young LLP to provide a full Personal Tax Service. They can help you complete your tax return, make use of your legitimate exemptions, and ensure you pay the right amount of tax, as well as provide insightful expertise on broader and longer-term tax considerations.
Inheritance tax planning
There are a variety of options to mitigate the impact of Inheritance Tax (IHT). These could include annual tax-exempt gifts, Will writing, setting up a Trust or saving into a child’s pension.
Case study - Reducing your IHT liability by saving into a child’s pension Dave and Ann are a married couple in their late sixties. They would like to save for their grandchild’s future using disposable income.
Your Private Banking and Advice Manager and our Trust Specialists can provide guidance on setting up a lifetime trust and appointing the Bank as Trustee to administer it on your behalf. The Bank can also be appointed as Trustee under the terms of your Will.
We can introduce you to the law firm Hugh James who provide a specialist Will Writing Service for our clients living in England and Wales or Brodies LLP for clients domiciled in Scotland.
visit for more : www.thejeeranont.com
Administering an Estate
When someone dies, administering an Estate can be daunting. Our Estate Administration Service takes the strain, providing you with a personal service that will manage every facet of the administration.
Our service encompasses advice and support for probate and Estate administration, depending on the circumstances. To talk with a bereavement specialist, please email on : email@example.com