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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.
21 Sep 2021
A survey carried out by the Confederation of British Industry (CBI) has revealed that three quarters of UK businesses are concerned about the impact of labour shortages on competitiveness.
20 Sep 2021
The government's scheme that enables small businesses to recoup statutory sick pay costs caused by the coronavirus (COVID-19) will end at the end of September.
17 Sep 2021
Adopting a tax year which is either aligned with the calendar year or with a calendar month-end would have clear benefits, according to a review from the Office of Tax Simplification (OTS).
Get in touch with Branston Adams to arrange your free consultation.