01786 431 703 info@retinvest.co.uk

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How we can help you

The loss of inherited wealth as it passes down the generations is significant, but it can be addressed. Growing demand from families seeking to ensure an orderly and efficient transfer of wealth to the next generation led us to highlight this service.

By creating opportunities for families to meet, when the time is right to discuss and plan together, we can deliver a better understanding and outcomes for clients.

Our advisers have extensive experience in all aspects of Inheritance Tax (IHT), succession and Trust planning. Our aim is to protect and preserve your family wealth by balancing your desire to maintain your own standard of living, whilst providing for future generations in the most tax-efficient manner by:

  • Quantifying your current exposure to IHT
  • Advising on the optimum use of available tax reliefs
  • Providing guidance on IHT mitigation strategies
  • Considering the interaction of IHT with other taxes
  • Working with your solicitor to ensure that your Wills adequately cater for your wishes

What people say about us

My experience with Retirement & Investment Solutions was very positive. Neil displayed a detailed knowledge of the Pensions market and was able to discuss this in a very clear and straightforward way. The RIS approach was to be both helpful and professional, discussing things in detail to ensure the correct decision was reached. There was always the opportunity for further discussion and this along with detailed documentation has allowed us to have confidence in the decision we made.

C&G Downs

I.T Managers

Please get in touch to discuss our professional services.

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