X

My name is Lyanne and I’m the managing director of Wilds. Welcome to our website we’re so glad you found us. There’s lots to take in on here but if you have any questions just fill in the contact form and we’ll get back to you.

Here at Wilds we’re all about helping you to achieve your ambitions. The Wilds team have already achieved some of theirs: completing a 6 marathon challenge, being able to do the school run and getting more involved in charity work. But enough about us we’d like to get to know you so if you would like to come in for a coffee and a chat to see if we could help you please get in touch.

 

Case Study – Saving on Inheritance Tax Liability

We had an elderly client who had annual income of several hundred thousand pounds together with a capital gain of in excess of £100,000. Without any planning our client would have faced a tax bill of many tens of thousands of pounds together with a potential Inheritance Tax liability of 40% on the amounts that remained after the payment of the tax.

Together with our Financial Services arm Wilds Financial Planning, we advised the client on the availability of suitable Enterprise Investment Schemes that matched the client’s risk profile and by investing £150,000 in one of their lower risk profiling investments the client was able to get an immediate saving of £87,000 being £45,000 income tax and £42,000 capital gains tax. In addition had the remaining £63,000 stayed in the client’s Estate and he passed away there would have been a further £25,250 of Inheritance Tax to pay, whereas if our client survives two years after making this investment the investment is Inheritance Tax free. Thus, we are putting our client’s Estate in a position where they would receive a £150,000 as against £46,800 had nothing been done.

css.php