Few of us like to think about dying, however the relevant

legislation requires us to plan well in advance. This means

making the necessary provisions now.

There are many tax opportunities available and the earlier

arrangements are made, the greater the chance of taking

full advantage of our complicated tax system.

It is important when planning to transfer an estate that

adequate provision is made and getting the right balance

requires considerable skill and foresight - along with a

detailed knowledge of the current tax regime.

We provide discreet comprehensive estate planning service that includes:

• help with planning and reviewing a will;
• making full use of exemptions and lower tax rates on lifetime transfers;
• optimising lifetime transfers between family members;
• transferring agricultural or business property;
• transferring assets into trust; and
• arranging adequate life assurance to cover potential inheritance tax liabilities.

We also have expertise in dealing with trusts; a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net.

We can advise on the most suitable type of trust to fulfill your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management.

S&Y Accounting

0203 601 5656