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What We Do

Penguin are uniquely placed to protect your family assets. We offer a wide variety of different trust structures at Penguin Tax Planning.

Why Use Trusts?

Trusts are multi-functional, they allow people to control their assets through the generations, provide clear direction and critically keep assets within the bloodline.

Wills & Intestacy

People who die without a valid will, or intestate, leave costs and complications to their loved ones and often lose thousands of pounds in what may be avoidable Inheritance Tax.

Inheritance Tax Calculator

People who die without a valid will, or intestate, leave costs and complications to their loved ones and often lose thousands of pounds in what may be avoidable Inheritance Tax.

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Testimonials

Following purchasing our first home and setting up a business, my husband and I were pleased to meet with Penguin and benefit from their expertise. Penguin have been helping us in recent months to put in place the necessary financial and legal structures to protect us and our business as it continues to grow. We have found them to be friendly and approachable, and they have listened to our desires and needs throughout the process. They are knowledgeable and trustworthy, and really took the time to get to know us and our hopes for the future. We look forward to working with Penguin for many years to come!

Lois

Latest Posts

  • Why should people make a will?

    To protect your kids If you have no will and you and your partner die, who would look after the children? People assume grandparents or their own brothers and sisters (the kid’s uncles and aunties). However, this is wrong – the kids become wards of court and the authorities will decide what happens. Sometimes they…

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  • How to Avoid Over £3 Billion in Tax

    The news that (allegedly) the deceased Duke of Westminster’s Estate (the Grosvenor Estate) will largely be passed on with no Inheritance Tax payable has created a furore, to say the least! The figures involved are staggering; estimates of an Estate Value of somewhere around £9-£12 Billion suggest that a strict interpretation of IHT rules and…

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  • How to Protect your Family’s Wealth During Divorce

    Are parents liable to be financially affected by the divorce of one or more of their children? Some of the latest official statistics on divorce in the UK make for interesting reading, perhaps not just for those directly affected too. Here are two to focus on; First off the latest available numbers suggest that around…

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