Whether your affairs are complicated or simple we can assist you through a "one to one" to help identify your concerns (explain these to you in plain English) and suggest a variety of methods to achieve your goals in the most time and cost effective manner possible.
We will also seek to help you save Income Tax, Capital Gains Tax, and Inheritance Tax for your benefit and that of your family (or the implications of the Civil Partnership Act 2004 if you are a same sex couple). We can provide you with a range of estate planning options for pre-agreed fees.
Examples of how we can help are:
- Drafting Wills & Codicils to reflect your intentions and where possible to mitigate your Inheritance Tax liability.
- Helping you decide whom to appoint to deal with your estate as well as how best to make provision for your loved ones.
- Advising you how Residence and Domicile can affect you from both a tax and a succession perspective.
- Devising Estate Plans to help minimise current and future tax liability to fit in with any lifestyle plan.
- Helping you mitigate Capital Gains Tax liabilities where you own more than one property or shares.
- Advising you on private company shares or partnership interests including drafting agreements to ensure that your business affairs are in order.
When you have made a Will it is always important to keep you Will under review. See our downloadable Microsoft Word document:
