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Whether you are an existing business looking to switch accountants or you are a new start up. We would love to help, so switch to us today.
Switch NowWhen 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. We are here to help you understand how capital gains tax and inheritance tax interact.
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:
We strongly advise you to begin your estate planning right away. Contact Us for a preliminary review.
Contact usBig or small, complex or simple, we can help you navigate through the world of tax and accountancy.
Our experience of acting for a wide range of longstanding clients across many different sectors enables us to help you, your business and your family.
“I have been very impressed with Jon and I have already referred him to some of my top clients who also have been extremely happy with the service he and his colleagues at Cleverdons Accountants have provided. I would recommend Jon and Cleverdons Accountants without hesitation even if his choice in football teams is appalling! His top qualities; expert, good value, high integrity.”
“I've worked with Jon since 2000 both on a personal and professional basis. I have always found his work to be exemplary, going out of his way to find solutions to sometimes very complex issues. During this period I have also introduced a number of my clients to Jon for accounting / tax advice and have only ever heard positive feedback. I have no problem in recommending Jon and the rest of his team at Cleverdons. His top qualities; great results, personable, high integrity.”
Whether you are an existing business looking to switch accountants or you are a new start up. We would love to help, so switch to us today.
Switch Now