Trusts and Estates

While Inheritance Tax is a major concern for people with large estates, there are other factors to consider during your lifetime and after death.

Trusts and Estates

While Inheritance Tax is a major concern for people with large estates, there are other factors to consider during your lifetime and after death.

Asset protection is an area individuals and business owners are concerned about. There is a risk of creditors targeting personal assets; equally, individuals may be concerned about ringfencing income and assets for future generations while maintaining control or sheltering from sideways disinheritance.

Proper estate planning can ensure processes are in place to safeguard in the event of a loss of capacity both in short-term and longer-term circumstances. It can also ensure that business and property interests can be maintained in the event of death. By reviewing the entire estate, it is possible to identify and resolve issues in advance.

Pembroke Consulting ensure that appropriate structures and documentation are established according to the clients’ wishes, and pressure on the family can be reduced at the most difficult times.

The Financial Conduct Authority does not regulate taxation & trust advice and will writing.

For Tax Planning

We can also help with the following areas of tax planning:

For You

At Pembroke Consulting, we provide comprehensive financial planning services for private clients, whether you are saving for your first property or taking drawdown from your retirement funds.

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For Your Business

Our work at Pembroke Consulting brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer complete advice to corporate clients, including their staff, from start-up to sale.

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For Tax Planning

Pembroke Consulting work closely with a team of Trustees, Chartered Tax Advisers and Chartered Accountants with broad industry experience and a proven track record in dealing with complex taxation.

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