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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.
18 Jun 2019
HMRC has now repaid £1.8 million in tax penalties to nearly 5,000 parents who were fined for failing to register for the High Income Child Benefit Charge.
17 Jun 2019
Research carried out by think tank the Resolution Foundation has suggested that young people are 'less likely to move around the country for a better job' as a result of a considerable rise in rental costs.
14 Jun 2019
The Institute of Chartered Accountants in England and Wales (ICAEW) has responded to the government's consultation in regard to the 'off-payroll working rules from April 2020'.