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Estate and Inheritance Tax Planning

Forethought and early planning is vital when making preparations for the future of your estate upon your death. Such anticipation may enable you to take full advantage of the tax opportunities available and therefore maximise the amount that is passed onto beneficiaries.

We provide a discreet estate planning service that includes:

  • Help in regards to 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
  • Identifying adequate life assurance levels to cover potential inheritance tax liabilities

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your family. But don't leave it too late!

A fresh approach to accountancy

Our friendly team will provide proactive and innovative advice when you need it most. Click here to find out more

Minimising the tax burden

From business to personal tax, we offer a range of services to help reduce your tax liability. Click here to find out more

A wealth of client resources at
your fingertips

Access a wealth of business and tax guides, along with handy calculators and downloadable forms. Click here to find out more

Just a phone call away

Contact us to discover how we can help you, your business and your family.
Click here to find out more

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