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It is vital to make appropriate arrangements to ensure that your estate is passed on to the right people upon your death. Anderson Phillips can help you to make the most of the tax opportunities that may be available to you. This will ensure that you are maximising the amount that is passed on to family members and beneficiaries.
Our estate planning service will help you create a Will by making full use of lower tax rates and any exemptions on lifetime transfers; optimising transfers between spouses; and transferring agricultural or business property.
We can also help you to transfer assets into trust if required, and arrange appropriate life assurance in order to account for inheritance tax liabilities.
Please get in touch for more information.