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Estate Planning
Early planning is crucial when making arrangements for the future. Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.
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 can offer a bespoke review of your inheritance tax position and in many cases, by careful planning, mitigate a significant amount, or indeed all of your potential inheritance tax liability.
Should you require further information please contact a member of our team:
- Adrian Allen 01482 389762 adrian.allen@sowerbyfrs.co.uk
- Andrew Easton 01482 389766 andrew.easton@sowerbyfrs.co.uk
