Inheritance tax planning

We provide an array of options designed to mitigate Inheritance Tax and CGT and to make sure that your Estate passes to the people (or Charities) that you wish to benefit.

Options include lifetime giving, the preparation of tax efficient (and flexible) Wills and, where appropriate, the creation of family trusts.

Many of our clients have acquired property abroad, whether a villa in Spain or an apartment on the Cote D'Azur, and we are able to advise on succession laws in those countries and how to make sure they are 'recovered' following the death of the owner.

For more detailed information about how we can help you, please visit our Estates & Tax Planning pages.

Online Literature

Viewpoint Summer 2011.pdf covering:

  • The changing status of pre-nuptial agreements
  • The benefits of family mediation
  • In our right minds when can you not make a will?
  • Appointing an executor making the right choice

10 Good Reasons to Make a Will.pdf

Viewpoint Winter 2010.pdf covering:

  • Why loan agreements are essential
  • Releasing funds for your retirement
  • Financial abuse of the elderly
  • Promises, promises - how the law can enforce broken ones

Family Matters.pdf
Document listing all family services that VWV can provide.

Secrets and Lies pdf - paper on the 'fully secret trust'