Wills and Trusts
Do you want to arrange your afairs so that your inheritance tax liability is minimised?
We advise on PETs, discretionary trusts and the optimum division of assets between married couples. The Chancellor of the Exchequer is anxious to gain 40% tax on anything passed on from one generation to another. We strive to find ways of avoiding the worst mindful of the fate of King Lear.
Life assurance and a retirement pension are essential aspects of the financial protection which every family should have. We can advise on these issues. We also advised the optimum time to retire from a business.
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Latest news
- Company confirmation statement changes
14/03/2024 - More...
As well as filing accounts with Companies House, there is an important requirement to check that the information
- Still time to register for the Marriage Allowance
14/03/2024 - More...
There is still time to register for the marriage allowance before the current tax year ends on 5 April 2024. The
- Tax on savings interest
14/03/2024 - More...
If you have taxable income of less than £17,570 in 2023-24 you will have no tax to pay on interest received. This figure