Estate planning

Of course, although none of us like to think about dying, we still need to make adequate provision for family and friends who will survive us.

The earlier you start to plan, the greater your chance of maximising the amount that goes to your beneficiaries.

The thought that much of the wealth you have worked hard to build up over your working life will end up in the Government's coffers is not a pleasant one!

It is important when planning to transfer your estate that you also make adequate provision for yourself and your spouse in your later years.

This calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

At Eleanor Stakeshaft Accountants, we provide a discreet estate planning service that includes:

- Help in drawing up and reviewing your will
- Helping you take full advantage of exemptions and reliefs
- Optimising transfers between spouses
- Help in transferring agricultural or business property
- Advice about how to transfer assets into trust
- Arranging life assurance to cover potential inheritance tax liabilities

We strongly advise you to start your estate planning right away by contacting us to arrange a preliminary review.