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Tel: 01743 453933 | E-mail: admin@jhpca.co.uk
Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provisions for the family and friends who survive us. The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance.
Since none of us knows when we shall die, any necessary provisions should be made now. The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries.
Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers! It is equally important when planning to transfer your estate that you make adequate provisions for yourself and your spouse in your later years.
Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime. We provide a discrete estate planning service that includes:
We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.
17 May 2024
Research carried out by the Institute of Directors (IoD) has revealed that business leaders' infrastructure priorities have 'shifted' compared with the situation at the start of the current parliamentary term.
16 May 2024
UK taxpayers spent the equivalent of 800 years on hold to HMRC in 2022/23, according to a report published by the National Audit Office (NAO).
15 May 2024
The UK is falling behind its international competitors in the race for green growth, the Confederation of British Industry (CBI) has warned.