"Our company has been a GSM client for many years. We have always found them friendly, respectful and helpful; all the staff build a personal relationship with their clients. Their sound business advice always proves worthwhile and prudent. The support they offer is second to none. There is never a question that is too simple to ask, or too complex for them to answer. They are always willing to spend time researching unusual requests for information that we may make. They are a pleasure to conduct business with and I readily recommend GSM to anyone who is looking for a sensible, friendly and extremely efficient company to assist in their affairs."
Stuart Payne
Financial controller - J E Gillman & Sons Ltd
Estate Planning, Inheritance Tax & Trusts
When paying your debt to nature, you might leave a substantial tax liability on your passing, so bequests from your Estate could have a much lower value than anticipated.
By making the necessary provisions now with GSM you can take comfort that our experience and expertise in this area has been honed over many decades and our empathy with our clients is lauded.
There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of the complicated tax system.
It is important when planning to transfer an estate that adequate provision is made. Getting the right balance requires considerable skill and foresight, along with detailed knowledge of the current tax regime.
Contact us now and we'll share our approach to providing a discreet comprehensive estate planning service that includes.
- Help with planning and reviewing a will
- Making full use of exemptions and lower tax rates on lifetime transfers
- Optimising lifetime transfers between family members
- Transferring agricultural or business property
- Transferring assets into a Trust
- Arranging adequate life assurance to cover potential inheritance tax liabilities
Trust Services
At GSM we have the expertise to arrange and administer trusts. By setting aside assets for beneficiaries in the future, we can minimise the inheritance tax burden for future generations.