Estate
Planning
 Few of us like to think about dying
but equally few of us could live with the thought that
we have not provided adequately for family and friends
who survive us.
The legislative regime around the passing on of
assets to your chosen beneficiaries requires advance planning – and
as 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, to maximise the amount that goes to your beneficiaries
rather than to the taxman.
It is equally important when planning to transfer
your estate that you make adequate provision for yourself
and your spouse or civil partner in your later years. Striking
this balance calls for considerable skill and foresight and
a detailed knowledge of the tax regime, which our expert
team offers.
Our estate planning service 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
In estate planning, it is useful to consider this
alongside other issues such as Retirement
strategies and Trusts
and executorships
If you wish to know more about our estate planning
services or would like to arrange a free initial meeting
to discuss in more detail how we can help you, please contact
Peter on +44 113 389 6204 or email peter.blinkhorn@kirknewsholme.co.uk
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