Estate planning

We can help you make sure your loved ones continue to benefit from the fruits of your hard work after you’re gone.

The legislation that governs inheritance and the passing on of estates forces all of us to start thinking about this perhaps sooner than we’d really like.

The earlier you make arrangements, the greater the chance you’ll be able to take full advantage of tax opportunities and pass on more to your beneficiaries.

At the same time, you need to ensure you and any spouse or partner are looked after in your later years.

Striking the right balance calls for sound judgement based on experience and knowledge of the UK tax system of the sort you’ll only get from accountants like us.

We can give specific advice on navigating capital gains tax, business succession planning and on lifetime gifts, among other areas of tax law. 

And we can advise on the drawing up of your will, in partnership with your chosen legal advisors.

Don’t put it off – get in touch now and let’s start planning.

Preparing your Will can be quite daunting but necessary. We are able to help you by advising you on your wishes and consider with you Inheritance Tax planning before we prepare your Will.  

In certain circumstances forming a Trust is appropriate. We can, of course, advise on whether a Trust is actually required and if so the type of Trust to be formed.  

We understand only too well how distressing a time it is when you have to take the necessary steps to deal with a Will after a death. Both Tom and Ian have trained in Probate matters with the Institute of Chartered Accountants and are able to take you through the task of collating all the necessary information to obtain Probate.

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