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ESTATE PLANNING AND

INHERITANCE TAX

CKLG Accountants

It is important to review Wills regularly to ensure they reflect your current wishes and are effective for Inheritance Tax. When you do this, take time to consider and implement effective Inheritance Tax planning during your lifetime to ensure as much of your wealth as possible passes to future generations tax efficiently.

 

You can be confident that our specialist tax advisers will be there throughout the whole process offering flexible and pragmatic advice to ensure your Inheritance Tax planning remains relevant as your family circumstances and tax legislation change.

 

We will guide you through:

 

  • Optimising lifetime transfers
  • Making full use of lifetime IHT exemptions
  • Agricultural and Business Property Relief
  • Residence Nil Rate Band
  • Planning with Trusts
  • Inheritance Tax Returns
  • Estate Accounts and Tax Returns after someone dies
  • Impact of Domicile

SPEAK TO KATIE OR SARAH T

 

01223 810100 help@cklg.co.uk

Ensure your wealth and assets are passed on to your loved ones

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