One Consultancy Solutions

Estate Planning for landlords and property investors

One Consultancy Solutions

Estate Planning for landlords and property investors

Being a landlord is challenging enough in the current climate without having to think about passing your legacy on to the next generation. However, it is vital that you prepare for this eventuality, or your legacy could be lost.

OCS have vast experience in dealing with estate planning specifically for landlords or investors and can help you have a solid plan for the future.

Inheritance Tax

Whilst Estate Planning goes far beyond just looking at Inheritance Tax, it is an important factor to consider.

Inheritance Tax Planning broadly falls into two categories.

  1. Passing on some of the value of your estate during your lifetime, and
  2. Setting up your estate to make best use of the reliefs you anticipate will be in place at the time of your passing.

Both are viable, with the former providing far greater certainty.

Both major political parties of the day have been associated with significant policy changes to Inheritance Tax which may or may not impact on your desired approach.

OCS can provide guidance and coordinate advice for you on Gifts, Trusts and Investments, as well as the potential reliefs. It is important to consider the advantages and disadvantages of different approaches, from straight-forward gifting to more complex property business and trust arrangements supported by legal Opinion from leading Tax Counsel (KC).

Contact our Expert team today

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