chartered & certified accountants
estate planning
The fact of inescapable death is something we sensibly try to avoid dwelling on too frequently. However, if we want to ensure a successful and tax-efficient transfer of assets in the event of death, it's something we need to confront at a timely juncture.
Given the price of property, leaving a substantial inheritance tax liability after death has become a major issue for most of us these days. Early planning allows you to maximise the assets received by your beneficiaries by taking full advantage of the complexities of inheritance legislation.
Making full use of exemptions and lower tax rates on lifetime transfers, optimising lifetime transfers between spouses and transferring business assets efficiently all take a long time. That's where professional advice comes in.
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