What is Inheritance Tax?
“… a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue…”Lord Jenkins - 1986

Tax planners have always sought to create highly sophisticated schemes to mitigate Inheritance Tax (IHT). And the Capital Taxes Office has usually deployed their experts to unravel them. Therefore, tax legislation changes from time to time.

Knowing the Law
Knowing the law and how to work with it is an essential aspect of good financial planning. Exploiting the technicalities of trust planning relies heavily on a full understanding of legal principles; and our expertise in this area means that lawyers can refer their clients to us with confidence. At Robert Magee and Associates Ltd, we use relevant, prevailing tax law and revenue rules to our clients' advantage.  With our experience and expertise, we can arrange proven financial products and legal instruments to preserve and protect your wealth.

Honouring Priorities
No two clients are exactly the same. However, many of the clients who come to us for advice do have similar requirements. If you are like most of our clients, you would like to:
* Preserve your wealth free of IHT
* Control who benefits from your estate
* Maintain your standard of living
* Retain ample cash reserves
* Maximise your income potential
* Reduce your income tax

Collaboration
Most of our business comes to us through the recommendations of other professionals, such as lawyers, accountants and tax advisors. So we are accustomed to working in close collaboration with the professionals you trust.  Whatever the arrangement, our goal is always to achieve your personal objectives and produce the best results for you.