Inheritance and Estate Tax Planning

CP Waites provide a comprehensive inheritance and estate tax planning service, ensuring that your assets are protected as far as possible.

A key part of preserving family wealth from one generation to the next is estate planning. Mitigating Inheritance Tax has to be a key part of your financial plan. CP Waites can work closely with you to achieve just that often working closely with your solicitors and financial advisers.

We review your Inheritance Tax exposure and consider the assets held, the future intentions for those assets, the planning opportunities arising and the pitfalls to be avoided.