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01635 574 160
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Helping individuals and families reduce their inheritance tax liabilities and advising on the use of trusts where appropriate to protect family assets.
Michael Filiou invests time in understanding his clients and their unique goals and challenges. He works diligently to recommend and implement tailored tax strategies that align with their specific needs.
His approach to trusts and inheritance tax planning is embedded in the belief that his relationships with clients are built on the foundations of integrity, trust, and respect. He provides unwavering support to families across generations, ensuring that every client feels valued and understood. As a family man himself, Michael appreciates the importance of looking out for family and future generations, making him exceptionally empathetic to the concerns of his clients.
Effective methods of reducing inheritance tax
Michael’s method of reducing future inheritance tax liabilities is to consider all the options available to his clients. This could include one or more of the following activities:
- Reviewing a will to ensure it is as tax efficient as possible
- Optimising the relevant tax allowances and reliefs to reduce the tax burden
- Making tax efficient gifts and lifetime transfers to family and friends
- Creating and administering trusts and supporting the trustees if required
- Transferring business assets to other parties or into a trust
- Carrying out succession planning for family businesses
- Looking into post death tax planning exercises using deeds of variation where possible.
About Michael Filiou Limited
Michael is a Chartered Certified Accountant, who started his accountancy career in 1987. He founded his accountancy practice, Michael Filiou Limited, in Potters Bar in 2008 and now has clients across the UK and Europe. Over the years, he has developed a fantastic team of like-minded professionals who share his values, ensuring that every client receives the highest level of service and support. In addition to his specialist areas of inheritance tax planning and trusts, Michael and his team provide a wide range of tax and accounting services, including strategic business and tax advice for UK and international businesses.
Free, no obligation consultation
If you would like to discuss your circumstances with Michael before deciding whether to instruct him, he offers a free, no obligation consultation. During this time, he will find out more about you and what you are trying to achieve and will be able to provide an outline of the tax-saving options available and how much this will cost to implement.