ESTATE &
INHERITANCE
PLANING
The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows 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 and 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 and foresight – and 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 a trust
Arranging adequate life assurance to cover potential inheritance tax liabilities
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