Thank you

Here is your guide

Discover the steps to minimise Inheritance Tax – updated with the Spring Budget 2023 – and how to to preserve your wealth as a business owner.

in your guide

In this comprehensive guide, you'll learn:

A detailed explantation of what is the Nil-Rated and how it can be used
What is Business Relief (BR)
How to leverage your employer contributions
Why take advantage of Trusts and Pensions can help to preserve your estate
How to use Gift shares and pension contributions to minimise taxes

SJP approved as at xx/xx/xxxx

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.