Client Login

T: 0344 4 141 360

The Retirement Planning Specialists

BBT Group

Large Estates

Large estates need to be looked at with great care as the practical approach may involve giving assets away while alive, be it to friends, family or charities, and will usually involve some form of Trust planning.

However, in disposing of assets by gift, there may be immediate Capital Gains Tax implications. Also, Trusts need to be treated with more care than most people think (use the wrong trust, and its internal tax rate may cancel out any apparent Inheritance Tax savings). Advice and planning is essential.

Estate, tax and trust planning is not regulated by the Financial Conduct Authority.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Our Address

BBT Group
2 Benton Office Park,
Bennett Avenue, Horbury,
Wakefield, West Yorkshire WF4 5RA

Telephone: 0344 4 141 360 or 01924 231 400
Facsimile: 0344 4 141 361

Email communications are not secure and for this reason BBT Group Ltd cannot guarantee the security of the email, its content or that it remains virus free once sent.


Knowledge Centre

To access our knowledge centre, simply click on the button below to be redirected to the knowledge centre login page.

Access Knowledge Centre