Estate planning

Whilst few of us like to think about dying, equally few of us can live with the thought that we have not made adequate provision for family and friends who survive us. Since none of us know when we shall die, this means making the necessary provisions now.

Legislation governing the passing on your estate to your chosen beneficiaries requires you to plan well in advance and the earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available, thereby maximising the amount that goes to your beneficiaries.

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

KCAS are tax specialists and can provide you with a comprehensive estate planning service that includes:

  • Help with drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

We can also provide advice on:

  • Non-Domicile Tax Issues
  • Retirement Strategies
  • Self Assessment
  • Trusts & Executorships

The sooner you seek advice from an experienced specialist, the greater the opportunities to ensure you make the choice that is right for you and your business.

KCAS provide initial explorative consultations, held at our offices, which are undertaken free of charge and overseen by one of our qualified Accountants.

Act now and contact KCAS today to arrange a consultation

Tel: 44 (0)208 441 2000
E-mail: kas@kelmanson.com