It's an unfortunate fact that none of us can escape death! We can however ensure that we do everything possible to ensure that our assets are passed to our loved ones intact without a heavy tax burden.

At O'Brien & Company we can advise you on the full range of inheritance tax reliefs, whether you are seeking to protect investment assets which have been in the family for generations or to ensure that your family will gain the full benefit of the wealth you have worked so hard to create during your lifetime.

We can help put in place a strategy that will eliminate (or at least reduce considerably) the need to take expensive insurance to cover the anticipated tax bill at death.

We recognise that, whilst tax saving is important, it is important not to let the tail wag the dog. Your wishes must be paramount. It will not always be appropriate to simply make lifetime gifts to a younger generation. But there may be other, more relevant planning that can be applied.

There are many issues to discuss. So if you are seeking advise on such matters, contact Ken Doel (see "Contact Details"). Remember the initial consultation is free and without obligation.