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Bringing Peace Of Mind To Inheritance Planning

We all recognise the truth in the old adage that nothing is certain in life except death and taxes. However, as your accountant, we can help you to plan for any uncertainty and bring peace of mind so that your wishes are carried through. It is surprising how many people still do not make a proper will, leading to the common problem of sideways disinheritance: assets meant for children and other beneficiaries being diverted away due to any number of changes in circumstances that affect many of us in our lifetimes.

This includes:

  • You or your spouse re-marrying after becoming widowed
  • A beneficiary becoming divorced  
  • A beneficiary suffering a hardship
  • You suffering a loss of capacity
  • What happens to a joint business partnership in the event of a death or serious illness
  • How you will mitigate generational inheritance tax through proper prior planning

As your accountant we already understand your finances, plus we have a great deal of knowledge of changes in your circumstances over time. This means we are ideally placed to ensure your ongoing legacy planning remains fully up to date and in line with your wishes.

We provide an initial appointment or telephone call for free, and if you wish to put a plan in place then we can proceed swiftly. Simply contact us today - we're here to help.