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 Our extensive involvement with accountants and solicitors also allows us to provide intergenerational planning in that we can advise on plans that can ensure smooth succession of assets from one generation to another in the most tax efficient manner. This can be achieved through specialist investments or through the use of trusts, the latter of which can of course be applied to existing arrangements thereby reducing planning costs substantially.
The area of Inheritance Tax Planning gives particular concern to many of our clients as an average house now pushes most people over the nil rate band. We are able to analyse an asset schedule and arrive at a range of planning measures to mitigate Inheritance Tax. Quite often this can be as simple as equalising assets between husband and wife and providing advice as to how the clients' Wills should be drawn up to reflect the new balance.
The approach of our investment and tax planning team is also applied to the other areas of Unizone's business providing invaluable support to pension investment portfolios, retirement planning and business succession planning.
In this way we are able to handle a client's entire portfolio in a totally professional and modern manner.
Overall, we seek to provide information to clients on their portfolios in the most effective ways and this can include the use of e-mail if preferred. Our systems are capable of delivering information quickly thereby allowing for prompt action to be undertaken on a portfolio if required.
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