Estate Planning

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25 Feb
Pension Warning: Boris Urged Against Changes To Your Savings
BORIS JOHNSON has been urged to scrap any plans to slash rate of pension tax […]
18 Feb
HMRC Delays Cause Cash Crunch At UK Start-ups
Problems with tax credits left some companies in need of bridge financing in 2019 A […]
11 Feb
UK Shopping, House Prices And Hiring Rise In Post-election Pick-up
British shoppers, home-buyers and employers grew more upbeat last month, as reports of the biggest […]

Estate Planning

The legislation which governs the passing of your estate to your chosen beneficiaries. The advance planning for family and friends who survive us is necessary.

It is important to plan and transfer your estate to yourself and your spouse making adequate provisions for later years. The earlier you do the arrangements, the more chances to take advantage of tax opportunities and maximizing for the beneficiaries.

Otherwise, a substantial slice of the wealth you have worked hard to accumulate will end up in the Government’s coffers! Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

The 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
  • Optimizing lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities