Estate Planning
Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.
The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up going to the Government.
It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.
We provide a discreet estate planning service that includes:
- making full use of exemptions and lower tax rates on lifetime transfers
- optimising lifetime transfers between spouses
- transferring agricultural or business property
- arranging adequate life assurance to cover potential inheritance tax liabilities.
We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.
Latest News
Applying for student loans27/03/2025 - More...
Student Loans help cover the cost of university or college in the UK. Whether you're full-time, part-time, or heading
Childcare grants
27/03/2025 - More...
Juggling higher education and parenting? Childcare Grants can ease the pressure by covering up to 85% of your childcare
Beneficial interests in jointly held property
27/03/2025 - More...
Couples who jointly own rental property are usually taxed 50:50, even if they own different shares. But if you're
Search News
Newsletter
With our newsletter, you automatically receive our latest news by e-mail and get access to the archive including advanced search options!
» Sign up for the Newsletter
» Login