Estate & Tax Planning
We at Holistic Tax and Estate Solutions are committed to offering individuals holistic review of their financial circumstances and what planning options are available to ensure these assets are utilised to their best interest through a comprehensive planning tailored to them specifically
Secure your legacy and optimisation financial health
Protect your loved ones with our comprehensive trust and estate services. A range of services, aimed at managing and securing an individual's assets both during your lifetime and beyond. We aim to reduce liabilities by helping our clients navigate complex tax laws and guarantees effective representation before tax authorities.
Planning Delivered
Experience combined
General Estate Compliance
Standard and Contentious Probate
IHT Compliance
HMRC Investigations inot Trust
Trust Creation
Why you should choose us for Estate & Tax Planning
Estate Planning
We will help you to plan your estate to ensure your assets are protected effectively for you and your loved ones in line with your wishes.
Trust Review
We will review your trust and offer advice and help you to amend it where required to ensure optimum protection for you and your loved ones. whether it is an international trust or a UK trust.
Will Review
We will review your Will and offer advice on how effective it can protect your estate for your loved ones.
Exit Planning
We are here to support you to put adequate measures in place to ensure you optimised your take home from business disposal during retirement sale.
Ready to secure your legacy and protect your loved ones
Have a free consultation call to see how we can help