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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.
29 May 2020
The Federation of Small Businesses (FSB) has urged the government to supply company directors with additional support during the coronavirus (COVID-19) pandemic.
Research carried out by insurer Canada Life has revealed that 5.2 million people in the UK have fallen victim to scams during the coronavirus (COVID-19) pandemic.
28 May 2020
Data published by the Confederation of British Industry (CBI) has revealed that retail sales volumes remained 'deeply depressed' in the year to May.