Inheritance & gift tax planning

Mapping out your wishes and goals can help Forvis Mazars achieve them for you. With careful advance tax planning, it is possible to minimise or even eliminate the amount of tax payable on the transfer of your assets to your loved ones.

Forvis Mazars specialise in offering individuals and their families bespoke advice on all aspects of succession, tax and estate planning and in structuring their affairs in a tax efficient manner. For example, we can provide you with tax advice on transferring wealth to the next generation or extracting cash/assets from your business. We can also provide you with tax advice on the use of trusts.