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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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12 Dec 2019
Nearly half a million taxpayers sought income tax refunds from HMRC in the 2018/19 tax year, according to insurer Royal London.
11 Dec 2019
The UK's political parties are making 'unsustainable' election promises in regard to public spending, the Institute of Chartered Accountants in England and Wales (ICAEW) has warned.
10 Dec 2019
In a new report, the Organisation for Economic Co-operation and Development (OECD) has suggested that tax revenues in advanced economies have 'reached a plateau'.