Generational Planning Group

Division 03

Property Divisions

Ensuring that during your lifetime you pay the most competitive rates on your borrowing, be it residential, later life or investment portfolio mortgages. We also help our clients to enact the most appropriate and tax efficient ways of moving your property onto the next generation.

Why is property so important when it comes to estate planning

Statistically, HMRC collects more inheritance tax from property than any other asset in someone's estate.

For this reason the rules concerning the transfer of property to the next generation are the most complicated.

Our property division specialists help our clients to navigate this complicated landscape, ensuring that their property passes to their family in the most tax efficient manner.

The house is usually the largest thing in an estate, and reliably the thing a family ends up arguing about. Generational Planning Group

The property division has its own site

Everything on that side of the group, set out properly, lives at gwm.org.uk.