Few of us like to
think 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. 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, this means making the necessary
provisions 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 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. We provide a discrete 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
We strongly advise you to begin your
estate planning right away by contacting us for a preliminary
review.
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