Blackett Walker
Did you know? We have a sister company that specialises in accounting for medics. Visit BW Medical Accountants

Quality advice

A proven track record in protecting and managing wealth in line with your personal goals and attitude to risk.

Wealth Preservation and Tax Planning

Wealth Preservation and Tax Planning

At Blackett Walker we aim to help you preserve and grow your wealth; however in our experience most clients do not invest simply to see their money grow without having a specific objective in mind. You may have specific goals relating to your lifestyle, making provision for your dependants and charitable aims for example. Most people have many goals both short and long term and at Blackett Walker our job is to help you plan and achieve these.

Inheritance Tax planning has increasingly become one of the most contentious issues for many of our clients. We can advise you on ways to reduce your Inheritance Tax liability to ensure that as much of your wealth as possible is preserved.

During your life you may have paid Income Tax, National Insurance, Capital Gains Tax and VAT. As you look to maintain your lifestyle you also want to ensure that your dependants are catered for. The thought therefore of paying Inheritance Tax after paying all of these other taxes may seem a bit unfair. Mitigating tax liabilities is an important consideration, however first and foremost your needs are paramount. Planning such a strategy is an area where Blackett Walker has significant experience.