Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers!

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

We provide a discreet estate planning service that includes:

  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between spouses
  • transferring agricultural or business property
  • transferring assets into trust
  • arranging adequate life assurance to cover potential inheritance tax liabilities.

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

About us  

We work closely with our clients and act for a broad range of business and personal clients. In addition to the more general accountancy services we can assist with business development and specialist tax services.

Proud members of ICAEW

Contact us

Nigel Webster & Co
129 North Hill
Plymouth
PL4 8JY

admin@savetaxnow.co.uk
01752 670 066
 

Opening hours

Monday – Thursday: 9:00 – 17:15
Friday: 9:00 – 14:00
Saturday & Sunday: Closed

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