Read our summary of some of the changes contained in the Autumn Budget 2024 and how they might affect you or your organisation…
Preparing your own will, or using an unregulated writer may be the cheaper option, but these approaches can present a number of issues…
Whilst marriages and civil partnerships are about love and finding your life partner, it’s worth being aware of the tax implications involved. It’s not all roses. This article specifically outlines some of the affects on Inheritance Tax that are associated with these legal partnerships.
Inheritance Tax (IHT) is a tax on the value of an individual’s estate at the time of their death. There are several good practices that individuals can adopt to help minimise the impact of IHT on their estate and their heirs…
We work closely with a number of firms of solicitors who regularly deal with the administration of Estates.
We assisted the trustees in obtaining the valuations of the trust assets, completed the relevant IHT forms and calculated the charge arising.
Dealing with the estate of a deceased person can be quite daunting for the inexperienced and comes with many pitfalls for the unwary.
We assisted a lady with the preparation of Self-Assessment Tax Returns, which were complex because she had inherited her husband’s estate.
The services we offer are well suited to the needs of solicitors, so they can best run their practice and look after their clients.
Tax advice, financial planning and trusts and estates services for individuals looking remain compliant and minimise liabilities.
