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IHT & Estate

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Inheritance Tax & Estate Planning

Few of us like to think about dying, but equally few of us would want to die knowing that we have failed to make adequate provision for our family who survive us.

The problem is that none of us knows when we are going to die, so this makes it essential to make the necessary provisions today, as there may be no tomorrow.

The statutory rules that govern the distribution of an estate on an intestacy, i.e. where you die without leaving a will, are very rigid and rarely work to the advantage of those inheriting your assets.

Inheritance Tax at a flat rate of 40% can make serious inroads into the value of your estate, and the earlier that estate planning is addressed, the greater the opportunities to take advantage of the tax exemptions and reliefs available, thereby maximising the amount that goes to your beneficiaries.

Equally important when planning to transfer your estate is to ensure that you make adequate provision for the needs of yourself and your spouse in later years. Minimising your potential tax liability is of little comfort if it forces you to restrict your lifestyle as you grow older.

Reviewing your estate and making a will is not a once in a lifetime event. Family circumstances are constantly changing, as is the tax legislation governing Inheritance Tax.

Even if you have a will, we recommend that you review this at least every two to three years, just to be sure that it still meets all your requirements.

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


Charities & Not For Profit

We have been providing charity clients with high quality, specialist advice and service for many years, and our charity clients range from small village halls to large national organisations...

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Farming Industry

The largest industry sector that we deal with is farming, as you would expect in a rural practice. This means that we have developed considerable expertise in this field...

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