Directory of Recognised Service Providers

Success CXP is proud to be associated with York RLA and all its members. We aim to assist the protection of their portfolios for future generations and implement estate planning solutions that are delivered with advice from highly talented and qualified professionals.

Due to the fast and ever changing business climate, we at Success CXP recognise the importance of converting and protecting your corporate wealth into private wealth. We pride ourselves on making changes related to this and assisting clients to achieve their reason why and recognise that the organisation you select to work with needs to be trusted and inspired. When you make contact with us we will provide you with our due diligence pack that intends to provide assurance that we are the trusted partner you are looking for.

We do not intend to replace your accountant or legal advisors but we do work in a niche area that sits between accountancy and law and this fusion is where the benefits are found.

We intend to provide a solution that utilises government statutory reliefs that are legally binding and allow a modern landlord to:-

• Become Income Tax Efficient • Claim Interest Relief on Loans • Rebase their property cost if considering selling low yielding properties • Mitigate Inheritance Tax (IHT) by transferring your shares into a UK Trust with No 7 Year waiting time • Mitigate IHT Entry Charges under Chargeable Lifetime Transfer (CLTs) rules • Eliminate 10 yearly 6% Charges on Discretionary Trusts • Be Stamp Duty & Land Tax (SDLT) efficient • Be Capital Gains Tax (CGT) efficient

We deliver this by carrying out an appraisal of your portfolio and make recommendations of what can be achieved and justified demonstrating clear benefits and savings on SDLT, CGT and IHT.

Please call us on 01246 293013 or email enquiries@successcxp.com or visit

https://www.successcxp.com/landlord-estate-planning/

YorWealth helps clients and businesses plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there. Family based financial planning.

YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority FCA no.483403. The firm is registered in England and Wales No. 12938859 and its registered office is Studio 7, Forest Farm Business Park, Fulford, York, YO19 4RH

The information contained is based on UK legislation and regulatory regime and designed primarily for consumers based in the UK