Few of us like to think about dying but using legislation to plan for your own and your family’s future is something we should all consider. Sometimes a simple Will is all that is required. However, planning early and appropriately is the most important message.
We provide a comprehensive estate planning service that includes:
If you would like more information or would like to speak to us direct then call us on 01386 425125. Or if you would prefer, ask us a question online.
We also have expertise in dealing with trusts, which as part of your overall planning, can prove one of the very tax efficient ways to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management.
Our experience as Trustees is also available to minimise the sometimes onerous duties of being a Trustee of a Family Trust. Through our sister company, McCarthy Taylor Trustees Limited, we are able to provide the services of a professional trustee to provide independence and continuity in carrying out what can often be a daunting task.
Our broad range of accountancy, taxation and business advice services help our clients to fulfil their objectives, ranging from the reassurance of delivering compliance to efficient tax planning.
