Tailored Plan

Whilst some universal guidelines can be made around inheritance and succession planning, it is always necessary to tailor a plan to meet with your specific requirements and wishes.


Reliefs and Exemptions

By using the many reliefs and exemptions available, we work closely with you and your tax adviser to ensure you have the best structures in place that will maximise the transfer of your wealth to the next generation.

Some of the reliefs and exemptions we consider are:

  • Dwelling House Exemption
  • Agricultural Relief
  • Business Relief
  • Small Gift Exemption
  • Section 72 Relief
  • Use of Discretionary Trusts, Bare Trusts and Life Interest Trusts
Speak to one of the Scroope Wealth Management team today