The earlier you start planning for the way you will pass on your assets, the more opportunities you will have to maximise your inheritance tax (IHT) efficiency.
Our tax specialists at AGS are experienced in IHT planning and can advise on a range of options to minimise your liabilities, including lifetime gifts and transfers, trusts, life insurance and wills and making full use of business or agricultural property reliefs.
We understand that although you want to reduce the IHT payable on your estate, you also want to keep enough of the wealth that you’ve worked so hard for to enjoy a comfortable and enjoyable standard of living in retirement.
We will work with you to balance your financial needs and ensure that the right provision for yourself and your partner for your later life, when your housing, health and care needs may change in the short or longer-term, is put in place.
To start your estate planning process, please contact us to arrange a preliminary review.
today for a free consultation
with one of our West Midlands tax advisers, and find out more about how AGS accountants can help you.