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Estate planning

  1. Services
  2. Individual Services

Early planning is crucial when making arrangements for the future of your estate upon your death.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

We provide a discreet estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!

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Once a month we'll send you an email packed full of essential business news and handy tax tips to help save you money.

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14 Dec 2018

UK SMEs 'unmindful of risks posed by cyber-attacks', poll suggests

A poll commissioned by insurance firm Aon has suggested that UK small and medium-sized enterprises (SMEs) are 'unmindful of the risks' that cyber-attacks and data breaches pose to their business.

13 Dec 2018

Finance Secretary for Scotland outlines tax plans in Scottish Budget

In his draft Budget, Derek Mackay, the Finance Secretary for Scotland, outlined his plans for Scottish taxation and spending.

12 Dec 2018

Redesign tax system to help 'fight against climate change', says ACCA

The Association of Chartered Certified Accountants (ACCA) has published a report calling on governments to help tackle climate change by redesigning their tax systems.