Estate and Inheritance Tax

While few of us want to think about the end of our life, most of us would want our assets to pass to our dependants and loved ones rather than the government.

The structure of the inheritance tax legislation requires you to plan well in advance and because one never knows when the worst may happen, it is never too early to make the necessary provisions. In fact the earlier you consider your inheritance tax position, the greater the opportunity for minimising the tax payable, thereby maximising the amount that goes to your beneficiaries.

There is a fine balance to be maintained between having sufficient assets to ensure that you sustain a comfortable standard of living and organising the passing of your estate to loved ones. Striking this balance calls for an understanding of what you want to achieve and a detailed knowledge of the tax regime.

We provide an 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
• Transferring agricultural or business property
• Transferring assets into trust

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

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