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+44 (0) 1252 728 598 | info@branstonadams.co.uk
At Branston Adams we can help people in the Surrey area with inheritance tax planning and estate planning. Here are some useful pointers...
It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.
Estate planning begins with the following decisions:
A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.
Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.
SEEK OUR ADVICE FOR EVERY 'NO' ANSWER
If you are in the Surrey area and would like advice on inheritance tax planning and estate planning, please contact Branston Adams today. We will be delighted to assist you.
01 Jul 2025
MPs have warned that some people who pay into a Lifetime ISA might get less out than they put in.
30 Jun 2025
A Freedom of Information (FOI) request has revealed that high earners in the UK are facing a significant rise in tax investigations by HMRC as a result of a record-breaking amount raised by compliance revenue.
27 Jun 2025
The Windsor Framework is creating severe disruption for small businesses and fracturing the UK Internal Market, warns the Federation of Small Businesses (FSB).
Get in touch with Branston Adams to arrange your free consultation.