Inheritance tax and estate planning

estate and inheritance tax planning
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When you’ve worked hard to achieve financial security, it makes sense to protect your wealth for your later life. You also want to make sure the people you love are looked after when you are no longer around.

To give you and your loved ones real peace of mind, Moore Thompson’s inheritance tax and estate planning specialists can advise on a wise range of issues. We make sure we understand your personal circumstances and explain your options in straightforward language, so you can make informed choices. Our services include:

  • inheritance tax planning: we’ll explore ways to maximise your IHT efficiency, including through transfer of any unused IHT allowance between married couples and civil partners, lifetime gifts, trusts and writing life insurance policies in trust, so that these are excluded from your estate and are IHT-exempt
  • trusts and executorships: trusts are relatively easy and very tax-efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust for your purposes, set up trusts and provide a full range of accounting services for trusts, or act as trustees, looking after the trust assets. We can also assist in the drawing up of your will and act as executors
  • business valuations: when you are drawing up or updating a will, you need to know exactly how much you are worth, including the value of any business assets. We can provide realistic commercial valuations for sole trader businesses, partnerships and companies to inform estate and tax planning.

Our inheritance tax and estate planning specialists work closely with our Independent Financial Adviser colleagues at MT Financial Management Limited, which allows us to open up a broader range of options to you.

For further details or to arrange a free, no obligation meeting, please contact a member of our inheritance tax and estate planning team.

For more information on Moore Thompson Chartered Accountants in Spalding, Wisbech, Market Deeping, Cambridgeshire and Lincolnshire, please contact us.

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