Belgrave Asset Management
Independent Financial Advisers
Estate and Inheritance Planning Experts
Your Children
When it comes to securing a comfortable future for our children, taking a proactive approach to inheritance planning pays dividends. Through our thorough understanding of tax laws, we can help you maximise your children's advantage by minimising their future tax commitments.
Your Interests
Such an approach does not need to be confined to supporting your child's future. We can also advise you on how best to support your business and your preferred trusts and charities.
Yourself
In addition, we can help you make an impact on the size and shape of your own inheritance. This includes finding innovative tax-efficient ways to spend or invest your inherited lump sum.
Integrated Service Support
Specialist financial planning is an essential part of preserving and managing wealth across generations. We work closely with solicitors, accountants and other professional advisers as appropriate to ensure a smooth and tax efficient transition of wealth.
UK Inheritance Tax Laws
We make it our business to stay on top of the intricacies and changes of the UK's inheritance tax laws. If we find a loophole, we ensure you do too. A major part of your estate and inheritance planning will involve defending your wealth from inheritance tax, corporation tax, income and capital gains tax.
Michael Smith
Managing Director
Please note that tax advice is not regulated by the FSA.