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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.
18 Apr 2024
Business price pressures persist despite the UK's inflation rate falling to its lowest level since September 2021.
17 Apr 2024
The UK's annual inflation rate fell in March for a second consecutive month, dropping to 3.2%, according to the latest figures from the Office for National Statistics (ONS).
16 Apr 2024
The British Chambers of Commerce (BCC) has warned that UK small firms are 'treading water' on investment.
15 Apr 2024
The Federation of Small Businesses (FSB) has urged the government to ensure that small business growth is 'nurtured rather than left to wither'.
12 Apr 2024
The Institute of Chartered Accountants in England and Wales (ICAEW) has warned that just five Making Tax Digital for income tax self assessment (MTD for ITSA) software products are ready for beta testing on 22 April.
11 Apr 2024
Around 7.4 million people in the UK struggled to pay a bill or a credit repayment in January, according to the Financial Conduct Authority (FCA).
10 Apr 2024
One in ten highly skilled freelancers are currently out of work due to the impact of reforms to IR35 tax legislation, according to research published by the Association of Independent Professionals and the Self-Employed (IPSE).
09 Apr 2024
The Public Accounts Committee (PAC) has challenged HMRC on the governance and accountability of the Making Tax Digital (MTD) initiative.
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...