Future Planning

“You can protect your assets for your next generation when you have effective advice and plan now”

You need to have professional advice for your personal tax responsibilities due to an increased complex tax regime. Our experts are here to serve for your specialists personal tax planning and offer a service tailored to your individual needs.

At “The Stan Lee”, our tailored service related to Future Planning includes………………… 

  • Finding the ways to save the liabilities whether you are higher or basic tax payer
  • Planning in regards to asset(s) disposal that may lead to minimise the Capital Gains Tax (CGT) amount
  • Inheritance Tax (IHT) planning to protect the wealth for the beneficiaries
  • Retirement planning 
  • Advice on wealth management including pensions, investment and protection
  • Caring on your non-domiciliary tax matters 
  • Advice on trusts and estates

Our best effort is to identify the opportunities for reducing the tax exposure where legitimately possible. Please note that we use outsourcing for your wealth management planning needs.

For further about The Stan Lee and your personal tax planning from our tax partners, please call us