Estate and inheritance tax planning

Early planning is crucial when making arrangements for the future of your estate upon your death. Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries. Additionally under the new rules issued by the ICAEW Mitchells Chartered Accountants are applying for registration to undertake probate activities and as your accountant usually knows the most about your financial situation this can only mean a smoother process.

We provide a discreet estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!