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  • Family investment company or family trust?

    Family investment company or family trust?

    Generous tax reliefs are available for family business succession planning, with Inheritance Tax (IHT) and Capital Gains Tax (CGT) deferred or even eliminated when business assets are transferred to the next generation. The new pension rules change the landscape for those with large pension funds who can now pass on wealth free of IHT, but what about people whose surplus assets are held in cash or investments?

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We put CSR high on our priority list, by working with the local community and raising much needed funds.

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