Estate Planning

Charles has been an Estate and Inheritance tax specialist for over 20 years and deeply understands this area.

How we work
Our team
Why choose us
Inheritance tax planning

What do we do?

  • Together with our sister companies, we help business owners and professional landlords with advice and implementation on nearly all areas of their Estate and Inheritance tax planning.
  • Any requirement for regulated financial advice will be provided by the separate FCA-regulated firm that Charles works in.
  • Estate planning involves setting up integrated Trusts during your lifetime to protect your assets on death for your children and grandchildren against divorce, bankruptcy, future inheritance tax and other issues.
  • Inheritance tax planning aims to reduce your potential Inheritance tax liability to zero while avoiding other taxes and ensuring the planning does not alter your current standard of living.
protect assets

How will we help you?

  • We review your financial goals and plans to protect assets and retain wealth in your family bloodline.
  • Our Lawyers and tax accountants also review all financial plans to provide you with overall financial peace of mind, knowing all areas of your finances are being expertly reviewed.
  • Our fees are very competitive compared to most other professional services firms.

How will we help you?

  • We review your financial goals and plans to protect assets and retain wealth in your family bloodline.
  • Our Lawyers and tax accountants also review all financial plans to provide you with overall financial peace of mind, knowing all areas of your finances are being expertly reviewed.
  • Our fees are very competitive compared to most other professional services firms.
protect assets

profitable per client

Why work with us?

  • Our service provides Legal, tax, accountancy and financial planning advice in one place to provide comprehensive tax planning solutions.
  • Our annual review services ensure your Estate and Inheritance tax planning remains on track in case there are changes to legislation or your circumstances.
  • We provide most clients with a wide range of services, so we are more profitable per client, allowing us to offer lower fees.

We help high net worth UK business owners save tax

Contact us if any of the following apply:

  •   You own a furnished holiday let valued at over £1 million
  •   You would like to reduce the business rates you pay
  •   You would like a review of your overall business and personal tax planning
  •   You own a UK based business which you could expect to sell for over £1 million?
Contact us
Learn more

 Comprehensive proactive tax advice is not a normal service for most accountancy practices. ‍

Due to the high net worth of most of our clients an annual review of all their finances with a view to reduce their overall tax liability is very cost effective. 

Grow your profit

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Live a life you love

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Become a millionaire

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Don’t worry be happy

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- Get SMART with your finances -

CONTACT US

Smart Business Tax

6 Willow Close,

Reed,

Hertfordshire SG8 8BA

About Us

Save Tax

Most people simply pay the taxes their accountants tell them is due. Over the years this attitude will cost you thousands of pounds in tax that you need not have paid.
Tax is a cost which needs a regular annual PROACTIVE review by tax experts who understand your overall financial situation and review all the transactions in your personal, business, property and trusts accounts. An annual review which checks with you if suitable tax breaks and allowances could be utilised will save you a lot tax over time

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