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Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provisions for the family and friends who survive us. 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, any necessary provisions should be made 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 provisions 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. We provide a discrete estate planning service that includes:
We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.
23 Apr 2021
The online service for applications for the fourth Self-employment Income Support Scheme (SEISS) grant is now open for claims, HMRC has confirmed.
22 Apr 2021
Losses from pension fraud rose to £1.8 million in the first three months of this year, according to figures from Action Fraud.
21 Apr 2021
The Confederation of British Industry (CBI) has urged the government to extend the Kickstart Scheme to help young people who are bearing the brunt of the subdued job market.