Estate Planning

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25 May
Why The Treasury’s Panic Over Debt, When Borrowing Costs Next To Nothing?
Even avid free-marketeers see that only state money can get growth going, but the chancellor […]
18 May
Debt Will Soar, The Government Must Just Stay Cool And Focus On Growth
UK debt soars; Some in the Treasury are panicking about a debt pile set to […]
11 May
Britain’s Job Retention Scheme Set To Be Extended To September
Job Retention Scheme extension till September for furloughed workers. Chancellor Rishi Saunak is ready to […]

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