Estate Planning
Professional advice, discussing Wills, Powers of Attorney, Asset Protection and Inheritance Tax.
- Qualified Estate Planning
- Writing your Will
- Powers of Attorney
- Setting up a Trust
- Protecting your Assets
- Inheritance Tax Planning
- Property Protection
Do these questions sound familiar?
- Why do i need a professional estate planner?
- Who will look after my children?
- How do i set up powers of attorney?
- What is an executor of a will?
- Can I protect my assets?
- What is a power of attorney?
- Can i put my property into a trust?
- When should i set up powers of attorney?
Protecting your assets for your loved ones
Professional estate planning can help make sure that your loved ones receive their rightful inheritance and help reduce the amount of taxes owed on an inheritance.
Inheritance tax is typically levied at a rate of 40% on assets above the nil rate band. By taking action early on, you can ensure that more of your money goes to your beneficiaries.
There are many ways to manage, reduce or eliminate an inheritance tax bill. You could:
- Make gifts
- Use other assets to provide a retirement income, passing on your pension
- Take out a life insurance policy to cover your tax bill
- Use tax-efficient investments to benefit from Business Relief
Passing on your assets efficiently, as you wish
Many individuals desire to maintain control over their assets when passing them on to others. This may involve specifying how their money should be used, such as for education expenses or a down payment on a home.
Alternatively, some individuals may simply want to ensure that their assets remain within their family.
Professional estate planning can provide guidance to ensure that your assets are distributed in accordance with your wishes.
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