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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.
18 Jun 2021
The government is to extend the ban on commercial evictions introduced during the coronavirus (COVID-19) pandemic until March 2022, the Treasury has confirmed.
17 Jun 2021
More than 282,000 working families used a Tax-Free Childcare (TFC) account during March, according to figures from HMRC.
16 Jun 2021
Royal Assent of Finance Act 2021 was granted on 10 June, bringing the extended loss carry-back, super-deduction and other measures into force.
Get in touch with Branston Adams to arrange your free consultation.