Wealth Succession planning can prove challenging given the current trend for the HM Revenue & Customs to reduce opportunities for tax mitigation. Even the legitimate use of offshore financial instruments is under continuous scrutiny.

In addition, the increased expectation of State provisions means that high net worth individuals are increasingly being targeted. This is especially true when the accumulated wealth is transferred to the next generation. The current tax regime even targets the average family, as the value of a family home is now in excess of the Inheritance Tax threshold.

If you wish to preserve your wealth for your dependents, it is essential to appoint advisors who are familiar with the more sophisticated financial instruments and tax mitigating strategies.

At PK Group, we have established a reputation for being able to advise the more wealthy and sophisticated individuals and families. Our clients benefit from our well established relationships with specialist Investment Managers in the UK and in reputable offshore centres, who have created tailor-made, tax-efficient structures.

We offer a complete assessment of your current wealth and tax status. Following this review, we can prepare a financial plan highlighting suitable tax mitigating strategies and investments to help ensure that you transfer most of your Wealth to your beneficiaries.

For a full review, please contact your PK Advisor.

If you have not worked with us before, please contact us and one of our specialists will be able to assist you immediately.