Personalised Estate Planning From Qualified Chartered Accountants in Ilkley

Ensure your estate falls into the hands of your beneficiaries and not the taxman!

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the taxman.

At present rates, the taxman can take up to 40% of your estate – almost half its value!

With the recent dramatic increases in property values without a corresponding increase in the IHT threshold, many more estates have come within the taxman’s reach. This makes estate planning all the more necessary – and all the more urgent.

Protect Your Estate with Expert Accountancy Services

There are a number of ways to reduce the potential tax liability on your estate, but they all involve careful planning – often over a long period. Lifetime gifts, the judicious use of trusts and care with transfer of agricultural and business property can all help to reduce IHT liability. It is also possible to mitigate potential inheritance tax liabilities by arranging adequate life assurance cover. Wintersgill Associates can help with:

  • Estate planning, including succession planning and business exit strategies.
  • Drafting and updating of your will
  • Acting as trustees or executors

Fill in our contact form below today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. Don’t leave it too late!

"Wintersgill Associates have for many years managed my accounts (personal and corporate). They take responsibility for making sure everything happens in a timely way with a level of consultation which keeps me informed without the need for taking me through every detail"

Richard Atkinson

With the recent dramatic increases in property values without a corresponding increase in the IHT threshold, many more estates have come within the taxman’s reach. This makes estate planning all the more necessary – and all the more urgent. There are a number of ways to reduce the potential tax liability on your estate, but they all involve careful planning – often over a long period. Lifetime gifts, the judicious use of trusts, and care with transfer of agricultural and business property can all help to reduce IHT liability. It is also possible to mitigate potential inheritance tax liabilities by arranging adequate life assurance cover. We can help with:

  • Estate planning, including succession planning and business exit strategies.
  • Drafting and updating of your will
  • Acting as trustees or executors.

Fill out our contact form below today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. Don’t leave it too late!

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