Allan G. Hill & Partners: Providing expert advice to assist business growth

Estate Planning

It can be difficult to think about planning for your death. But we all want to make sure we make adequate provision for family and friends.

 

No one knows what the future holds. So it’s important to make the necessary provisions now. Making arrangements as early as possible means you can take fullest advantage of the tax opportunities, and maximise the amount you leave your beneficiaries. You don’t want a substantial slice of the wealth you’ve worked so hard for to go to the taxman instead of your loved ones.

 

You also need to make adequate provision for yourself and your spouse in later years. Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

 

Our discreet, expert estate planning service includes:

 

  • Drawing up and reviewing your will
  • 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

 

Get your estate planning started right away, by contacting us for a preliminary review.

 

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