Tel: 0115 943 6493

    Email: info@wrenaccountancy.co.uk

Latest News

Autumn Budget 2017
22/11/2017 - More...
Our budget summary will appear here later.

How to appeal against a tax decision
15/11/2017 - More...
It is not unusual for taxpayers to find themselves in a position where they disagree with a tax decision made by HMRC.

Claiming an “unclaimed” estate
15/11/2017 - More...
There are special rules that govern how assets are divided if a person dies without making a will. If this happens your

Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for 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, this means making the necessary provisions 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 provision 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 discreet estate planning service that includes:

  • helping you to find a suitable adviser to assist with drawing up or reviewing your will
  • making full 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.

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review

Contact Us

Wren Accountancy

4 Cross Street, Beeston

Nottingham

NG9 2NX

0115 943 6493

info@wrenaccountancy.co.uk

Cookie Policy

Newsletter

With our newsletter, you automatically receive our latest news per e-mail and get access to the archive including advanced search options!

» Sign up for the newsletter
» Login

Accreditation

 

  

 

    

Newsfeed Search