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Assurance Office, Swan House, 146 - 147 St Helens Road, Swansea SA1 4DE
Call us on: 01792 720170
At Assurance Accountancy we can help people in the Swansea 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 Swansea area and would like advice on inheritance tax planning and estate planning, please contact Assurance Accountancy today. We will be delighted to assist you.
14 Aug 2020
Freelancers experienced a drop in income during the coronavirus (COVID-19) lockdown, according to research published by the Association of Independent Professionals and the Self-Employed (IPSE).