Inheritance Tax Planning

McCabe Ford Williams Accountants Kent can assist you and your family with all the advice required for effective Inheritance Tax Planning.

Making provision for your beneficiaries

Although not an easy matter to consider, if you wish to maximise provision for your beneficiaries, you do need to plan your affairs in advance.

The earlier you make arrangements, the greater the chance of taking full advantage of the inheritance tax planning opportunities available and thereby minimising the amount of money that is paid over to H M Revenue & Customs.

There are many issues to consider when planning to transfer your estate and you need to ensure that you strike the right balance between maximising tax savings and making adequate provision for yourself and your family during later life.

We can help you:

  • Review the terms of your will
  • Utilise exemptions and lower tax rates on lifetime transfers of assets including transfers between spouses
  • Transfer a business (including shares in family companies) or agricultural property
  • Transfer assets into trusts

 

Call your local MFW office for further information on Inheritance Tax or to book a free initial consultation.

Book a free initial consultation
to see how we can help your business.

Contact us