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We understand that your business
never stands still. It's constantly
growing and shifting - and we're
prepared to move with you.

Working with us means you always
have the firepower you need
- a qualifed team of professionals
working for you and your business.

We know that not everyone is the
same. We tailor our approach
to each individual client to
ensure their needs are met.

Has your business lost its way?
We will show you which direction
to take and make sure you
stay on the right track.

Estate Planning

With 2 out of 3 people in the UK dying without a Will, many people are missing out on the biggest tax planning opportunity of their lives, and the government often gains through unnecessary taxes. In addition, without a Will your assets can be divided against your wishes through the complicated intestacy rules. Capital assets are subject to inheritance tax, currently levied at 40%. Moreover, when your assets pass to your beneficiaries, those same assets become chargeable again in the Estate of the recipient.

With careful planning, many of these costs can be avoided. We use trusts extensively for tax planning, asset protection and to retain a degree of control over one's assets. At Simpson Wreford, we are able to offer our services as Executors to your Will. This can ensure that not only are your assets divided in accordance with your wishes as detailed in your Will, but also all matters of the Estate are handled professionally, efficiently and impartially.

  • Inheritance tax planning
  • Will-writing
  • Executorships & trustee services

For further detailed information please use the links on the left.

Next Step:

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

 

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Our Clients

We have helped so many businesses over the years. Here are just a few...