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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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24 Apr 2019

HMRC warns young people to 'stay vigilant' as number of tax scams rises

HMRC has warned young people in the UK to 'stay vigilant' in order to avoid falling victim to tax refund scams.

23 Apr 2019

Business believes UK tax system is 'fundamentally unfair', research suggests

According to research published by the British Chambers of Commerce (BCC), businesses believe that the UK tax system is 'fundamentally unfair'.

18 Apr 2019

UK SMEs 'exploring new sources of finance', research finds

Research carried out by American Express has found that, as access to finance becomes 'increasingly difficult to secure', UK small and medium-sized enterprises (SMEs) are 'exploring new sources of finance' instead.