Enterprise Chartered Certified Accountants

Planning

Within Enterprise Planning we look to ensure that your long term personal and business planning is not only taken care of, but regularly updated to maximise the results to you.

Our services include:

  • Long-term care fees planning

We can help by assessing the impact care fees would have on your finances and providing you with the strategy and practical steps that can be taken to minimize or mitigate these completely.

  • Inheritance tax planning

We will first quantify the amount of Inheritance Tax which is potentially payable and prepare a range of options, which based on your wishes and preferences, can be used to minimize the tax liability.

These are bespoke areas of work and we appreciate the sensitive nature of this. We will work with you and your family to ensure that your long-term wishes can be delivered so that the wealth you have worked your whole life to accumulate goes where you wish.

Planning