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Check if your estate is protected from the tax man.
At Aequitas we can help people in the Pinner area with inheritance tax planning and estate planning. Here are some useful pointers...
It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.
Estate planning begins with the following decisions:
A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.
Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.
SEEK OUR ADVICE FOR EVERY 'NO' ANSWER
If you are in the Pinner area and would like advice on inheritance tax planning and estate planning, please contact Aequitas today. We will be delighted to assist you.
01 Jul 2025
MPs have warned that some people who pay into a Lifetime ISA might get less out than they put in.
30 Jun 2025
A Freedom of Information (FOI) request has revealed that high earners in the UK are facing a significant rise in tax investigations by HMRC as a result of a record-breaking amount raised by compliance revenue.
27 Jun 2025
The Windsor Framework is creating severe disruption for small businesses and fracturing the UK Internal Market, warns the Federation of Small Businesses (FSB).
26 Jun 2025
HMRC is warning those earning extra income through a side hustle to check if they need to register for self assessment and file a tax return.
25 Jun 2025
Research carried out by Bauer Media Outdoor has revealed that Britons are spending more of their disposable income when compared to a year ago.
24 Jun 2025
The UK government is aiming to slash energy prices, unlock investment and upskill the workforce in its Industrial Strategy.
23 Jun 2025
The tax gap estimate was 5.3% for the 2023/24 tax year, according to the latest data from HMRC.
20 Jun 2025
The Bank of England recently held interest rates at 4.25%, with its Governor warning that 'the world is highly unpredictable'.
If you feel our services and expertise could support your business or for individuals, please call us today to book a FREE consultation.
Aequitas Accountants Ltd, Elthorne Gate, 64 High Street, Pinner, Middlesex HA5 5QA
Please get in touch...