Estate planning

Effective planning is the result of careful assessment of your assets, tax residency, family considerations, succession planning strategies and other factors. The goal of estate planning is to ensure that your wealth is protected and passed on to your chosen beneficiaries in the most flexible and efficient way possible.

To do so, Downton Capital Ltd brings together fiduciary investment and tax planning expertise. Downton Capital Ltd can help you protect your wealth and organize safe succession solutions.

Our estate planning services include:

– Check exemptions and tax rates on lifetime transfers
– Optimizing lifetime transfers between spouses
– Transfer of agricultural or business ownership
– Transfer of assets to trusts
– Organize sufficient life insurance to cover potential inheritance tax liabilities

Une question, un conseil ? N'hésitez pas