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At The Aylmer-Kelly Partnership we can help people in the Corsham 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 Corsham area and would like advice on inheritance tax planning and estate planning, please contact The Aylmer-Kelly Partnership today. We will be delighted to assist you.
We offer a tailored personal tax planning service to minimise your personal tax liabilities.
We deal with the routine matters of business tax, PAYE, National Insurance and VAT.
We can assist you in producing either monthly or quarterly management accounts on a regular basis.
More than 282,000 working families used a Tax-Free Childcare (TFC) account during March, according to figures from HMRC.
17 Jun 2021
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