Estate Planning.

Few of us want to start thinking about dying, but equally, few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

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Preparation is key

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us know when we will die, this means making the necessary provisions now.

The sooner you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available, thereby maximising the amount that goes to your beneficiaries.

Nothing is more demoralising than the thought that a substantial slice of the wealth you 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 a detailed knowledge of the tax regime.

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Better sooner than later

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 trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

As morbid of a conversation it may be, it’s one that should happen before it’s too late, so let’s talk.

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Let's talk tax

Don't delay, contact us today to get financial clarity

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