We support and guide our clients through all of their tax needs, taking the stress out of tax compliance and the uncertainty out of tax planning. Contact us today to book one of our FREE INITIAL MEETINGS to put your personal tax affairs in order.

Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.


The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us know when we shall die, this means making the necessary provisions now.


The earlier you make the arrangements the greater your chance of taking full advantage of the tax opportunities available. Thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers.


It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill, foresight and a detailed knowledge of the tax regime.


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.


We strongly advise you to begin your estate planning right away by This email address is being protected from spambots. You need JavaScript enabled to view it. This e-mail address is being protected from spambots. You need JavaScript enabled to view it for a preliminary review.

 

Latest News

ATED for non-resident companies
02/02/2023 - More...
The Annual Tax on Enveloped Dwellings (ATED) came into effect from 1 April 2013. The tax applies to certain Non-Natural Persons (NNPs) that own interests in dwellings valued at

Have you utilised 2022-23 IHT allowances and reliefs?
02/02/2023 - More...
We wanted to remind you of the Inheritance Tax (IHT) implications of making cash gifts during the current tax 2022-23 tax year that will end on 5 April 2023. You can give away up


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