Passing assets tax-efficiently to the next generation
Making provision for your loved ones after you have gone is an essential part of managing your estate and assets. Death and taxes can’t be avoided, but with careful planning you can pass on your assets to your loved ones so that they can benefit from them in the most tax-efficient way.
Ferris & Culverwell Financial Services Limited. Registered in England and Wales under No. 04461835. Registered office address - 36 St Johns Street, Devizes, Wiltshire, SN10 1BL
Ferris & Culverwell is a trading style of Ferris & Culverwell Financial Services Limited which is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.