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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.
05 Mar 2021
Chancellor Rishi Sunak used the 2021 Budget to announce an investment of more than £100 million into a HMRC taskforce designed to combat coronavirus (COVID-19)-related fraud.
04 Mar 2021
Chancellor Rishi Sunak used the 2021 Budget to confirm the extension of the stamp duty land tax (SDLT) holiday.
Chancellor Rishi Sunak delivered his 2021 Budget speech yesterday, outlining a range of financial measures designed to boost the UK economy once the current coronavirus (COVID-19) lockdown ends in England.
Get in touch with Branston Adams to arrange your free consultation.