Tax and Estate Planning

Integrated Approach to Planning

We are able to seamlessly combine your taxation requirements, (including the preparation and submission of your tax return) with your investments, your personal financial planning and your giving.

Our integrated approach to planning includes a detailed review of your overall financial position and takes account of personal tax and how this affects for example the overall investment return that may be achieved.

We employ a highly talented and qualified tax and estates team who not only review investment portfolios but also assist in the preparation of estate plans.

Through careful planning and the use of tax efficient investment vehicles we design financial strategies for you, which have the potential to save you thousands of pounds.

We believe that it is our integrated approach to financial planning that makes Wollen Michelmore unique. All our clients benefit from our three core services of:

• Comprehensive Financial Planning
• Personal Tax and Estate planning
• Investment Portfolio Management

Estate planning:

You will often be faced with crucial decisions on estate distribution.

• How much should be passed to your children without destroying their personal self-motivation?
• How and when do you tell your children how much they are worth?
• How can you efficiently distribute your estate to those specified in your Will whilst still retaining sufficient capital to cope with the unforeseen, such as residential nursing home fees?

How much does our tax and estates service cost?

Unless otherwise agreed, our professional fees for our tax and estates service will be based on the time we spend working on your behalf, and the expertise and experience of the tax team involved.

Once agreed, fees will be confirmed in writing and invoiced directly to you.