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At Connor Warin we can help people in the Waltham Abbey area with inheritance tax planning and estate planning. Here are some useful pointers...
It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.
Estate planning begins with the following decisions:
A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.
Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.
SEEK OUR ADVICE FOR EVERY 'NO' ANSWER
If you are in the Waltham Abbey area and would like advice on inheritance tax planning and estate planning, please contact Connor Warin today. We will be delighted to assist you.
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29 Jan 2020
Residential property sellers with taxable gains must beware major changes to the capital gains tax (CGT) rules, the Chartered Institute of Taxation (CIOT) has warned.
28 Jan 2020
The Institute of Directors (IoD) has urged the government to publish its negotiating objectives as the UK moves towards the next stage of Brexit talks.
27 Jan 2020
HMRC has stated that more than three million taxpayers are yet to file their self assessment tax return despite the deadline looming.