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Our estate planning service will help you to create a Will; make full use of lower tax rates and any exemptions on lifetime transfers.
It is vital to make advance arrangements to account for the future of your estate upon your death. Simpson Wreford LLP can help you to make the most of the tax opportunities that may be available to you, thereby maximising the amount that is passed on to family members and beneficiaries.
Our estate planning service will help you to create a Will; make full use of lower tax rates and any exemptions on lifetime transfers; optimise these between spouses, and transfer agricultural or business property.
We can also help you to transfer assets into trust, and arrange appropriate life assurance in order to account for inheritance tax liabilities.
Please get in touch for more information.
06 Sep 2024
Data published by the Financial Ombudsman Service has revealed that fraud and scam complaints have hit their highest ever level.
05 Sep 2024
The average pension pot required for a basic standard of living in retirement has surged to almost £110,000 in just three years, according to research by the Resolution Foundation.
04 Sep 2024
Small and medium-sized enterprise (SME) energy bills are expected to remain 70% above pre-crisis rates.
03 Sep 2024
Data published by the Institute of Directors (IoD) has revealed that confidence in the UK economy amongst business leaders fell to -12 in August following a three-year high of +7 in July.
02 Sep 2024
Motoring organisation the RAC has called for a 5p cut in fuel duty to be scrapped in the upcoming Autumn Budget on 30 October.
30 Aug 2024
HMRC has 'sent nudge' letters to crypto investors who it suspects have failed to pay the correct tax on their gains, according to the Chartered Institute of Taxation (CIOT).
29 Aug 2024
HMRC has clarified some common myths about self assessment tax returns.
28 Aug 2024
Small business confidence fell back into negative territory in the second quarter of this year, according to research conducted by the Federation of Small Businesses (FSB).
Get in touch with us today for a free consultation.