Inheritance Tax & Estate planning

estate planning services

While few of us like to think about dying, equally few of us would want to live with the thought that we have failed to make adequate provision for our family and friends in years to come. 

It is necessary to plan well in advance to allow for the legislation that governs how your estate will be passed to you chosen beneficiaries. The uncertainty of life and death, means that these provisions should be made sooner rather than later. Not forgetting, that by making these arrangements sooner, you will have more opportunity to take advantage of tax efficiencies and increase the wealth that reaches your beneficiaries. 

After years of hard work to accumulate your wealth, it’s unlikely you will want to see the taxmen benefitting at the expense of your loved ones.

It is equally important when considering the future of your estate, that you make adequate provision for yourself (and your spouse) in your later years. Reaching this balance requires careful planning and foresight, as well as an extensive knowledge of the tax system.

reducing inheritence tax

At Kingston Burrowes we can help you to plan ahead and to ensure that you have made sufficient provision for your beneficiaries. Our detailed and current knowledge of the tax regime allows us to help you plan the transfer of your Estate, ensuring that adequate provision is made for yourself and your spouse in years to come.

As trusted advisors, we work with you, and in simple terms we will explain your options and advise on the use of Trusts and tax planning to reduce your exposure to inheritance tax.

With 40% of anything you leave to your beneficiaries (over the £325,000 threshold), subject to Inheritance Tax, more and families are being affected. Which is why it is so important to work with an estate planning accountant to ensure that you reduce your Inheritance Tax liability wherever possible.

Our estate planning service includes:

  • Help to draw up and review your will
  • Making use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities.

IHT AND estate planning services IN SURBITON & CHEAM

Our friendly and knowledgeable team are supporting clients across Kingston, Surbiton, New Malden, Raynes Park, Wimbledon, Reigate, Chessington, Epsom, Sutton, Cheam, and Banstead with their Estate and Inheritance Tax Planning requirements. 

If you have not yet sought expertise for this vital area of wealth management, please do not hesitate to get in touch and we will be happy to discuss your needs, providing you with peace of mind for the future. 

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Tell us your story

If you'd like to know more about how Kingston Burrowes can help manage your business or personal accounts, talk to one of our friendly team today.