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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.
23 Feb 2024
HMRC recently published guidance on the Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) requirements for sole traders and landlords.
22 Feb 2024
Research carried out by the London School of Economics has revealed that less than 3% of adults in the UK paid capital gains tax (CGT) over the last decade to 2020.
21 Feb 2024
The number of civil investigations into alleged tax fraud has fallen by more than a half, data has shown.
20 Feb 2024
The British Chambers of Commerce (BCC) has urged Chancellor Jeremy Hunt to use the Spring Budget to outline a 'sustainable growth plan'.
19 Feb 2024
The Association of Accounting Technicians (AAT) has outlined its wishlist for the upcoming Spring Budget on 6 March.
16 Feb 2024
HMRC is warning people to be wary of bogus tax refund offers following the self assessment deadline on 31 January.
15 Feb 2024
The UK economy fell into recession during the final three months of last year, according to the Office for National Statistics (ONS).
14 Feb 2024
UK inflation remained unchanged in January at 4% as food prices fell, according to the latest data from the Office for National Statistics (ONS).
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...