Sue works with a number of owner managed businesses helping to devise a tax efficient succession plan which works for the individual and the wider family.
Individuals & Families Expertise
Sue's main area of work is succession planning. What do you own and how is it to pass to the next generations? What are the pitfalls? What is the tax position and can tax be saved? Do you have family members who are vulnerable and need some sort of protection? Are you vulnerable and in need of support?
She can help you with a wide range of issues:- Wills, Trusts, Powers of Attorney, tax planning, succession planning, executry administration, care of the elderly, financial planning, retirement planning, inheritance tax planning, exemption for heritage assets and family disputes.