Inheritance Tax - Inheriting the Family Home
No Inheritance Tax is deducted from your estate if you were to die and leave your home to your spouse or civil partner in 2019/20.
Wealth planning is the art of structuring your wealth while building it, preserving it and, in order to transfer it to the next generation, tax-optimised. Wealth planning is a mix of tax planning, wealth protection, estate planning and business succession planning.
As today’s financial services sector is so strictly regulated, Sam Park, founding partner of Daly Park, is supported by third party financial advisers based in the City of London who provide unbiased financial and investment advice. Our advisers spend time with each client to identify their needs. The aim of our wealth management service is to focus on developing clear wealth management goals and to establish a definitive plan for attaining them.
A wealth plan is an in-depth look at your personal and financial life that will:
Our Wealth Planning services cover areas such as: