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:

  • Help with drawing up and 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.

What Our Customers Say

creatives-box

Accounting for creatives

We’ve been helping people in creative industries for over 23 years and what we’ve found that they appreciated most is our understanding of the industry and how well we work with creative people.

Green & Peter – Chartered Accountants North London
property-inner

Accounting for property

We also love working with people that deal with properties. We’ve helped to guide clients that were ready to give up on their property and turned them into happy and successful property moguls.

Green & Peter – Chartered Accountants North London
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Accounting for everything else

We don’t just work with creatives and properties, we do all the other things you’d expect. If you’re looking for help with your finances for business or personal then let us advise you on the best approach.

Green & Peter – Chartered Accountants North London

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020 8446 8100

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