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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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30 Jul 2021

Data reveals nearly two million workers remain on furlough scheme

Ahead of the Coronavirus Job Retention Scheme (CJRS) being wound down over the summer, data published by HMRC has revealed that almost two million workers remain on furlough.

29 Jul 2021

ICAEW urges HMRC to scrap exemptions to simplify VAT rules

In response to HMRC's consultation on simplifying the rules relating to land and property, the Institute of Chartered Accountants in England and Wales (ICAEW) has urged HMRC to abolish all VAT exemptions and remove all VAT options.

28 Jul 2021

Public trust in charities reaches highest level since 2014

Public trust in charities has reached its highest level since 2014, according to research published by the Charity Commission.