Estate planning

When you have spent a whole lifetime building up your personal wealth, you want to think that when you die your estate will go to your chosen beneficiaries and not to the taxman!

The earlier you start your estate planning the more opportunity you will have to take full advantage of the tax opportunities available to you and to maximise the amount that your beneficiaries will receive.  You need to understand how capital gains tax and inheritance tax works.

It is also equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years.

We provide an 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
• Optimising agricultural and business property reliefs
• Advising on the use of trusts

We strongly advise you to begin your estate planning right away. Contact us now for a preliminary review.