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Tel: 44 (0) 1992 715804 - Fax: 44 (0) 1992 650933 - Email: enquiries@connorwarin.co.uk

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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13 Dec 2019

Business groups respond to General Election result

Business groups, including the Confederation of British Industry (CBI), the Federation of Small Businesses (FSB) and the British Chambers of Commerce (BCC) have responded to the General Election result.

12 Dec 2019

Almost half a million taxpayers sought income tax refunds from HMRC, data reveals

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

ICAEW sounds public finance warning as election approaches

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.