Tax & Estate Planning
As the tax burden seems to grow constantly in size and complexity, planning and arranging investments and assets in the proper way is becoming increasingly important.
The desire to pass assets onto children, grandchildren and other relatives is a natural one. Unfortunately these assets are also an attractive target for the tax authorities.
By treating each client as an individual and by focussing on specific requirements and goals, Sacre Associates’ Private Client Services ensure that tax and estate planning are positioned correctly within your overall financial plan.
Please view our "How Sacre Associates works with our Clients" and "Guide to Financial Planning" brochures, on the Documents page for more details.