Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since 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 and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers!

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

We provide a discreet 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
  • optimising lifetime transfers between spouses
  • transferring agricultural or business property
  • transferring assets into trust
  • arranging adequate life assurance to cover potential inheritance tax liabilities.

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

Latest News

Spring Budget 2021 – Income Tax Rates & Allowances

03/03/2021 – It has been confirmed as part of the Budget announcements that the 2021-22 personal allowance will increase to £12,570 … More...

Spring Budget 2021 – Corporation Tax

03/03/2021 – The Chancellor confirmed that the Corporation Tax main rate will remain at 19% from 1 April 2021 for the next 2 years. … More...

Spring Budget 2021 – CJRS and SEISS schemes extended

03/03/2021 – The Coronavirus Job Retention Scheme (CJRS) commonly known as the furlough scheme will be extended until the 30 … More...

Spring Budget 2021 - Government backed loan schemes

03/03/2021 – The deadline for applications for all the government-backed loan schemes including the Bounce Back Loan scheme, … More...

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Anthon Marlow
6 Clinton Avenue
Nottingham
NG5 1AW

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