Search News


JC Accounts Ltd
The Loft
Hill End Farm
Langley, Herts
SG4 7PT
01462 477 918
This email address is being protected from spambots. You need JavaScript enabled to view it.

Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.


The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.


The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers!


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.


We provide a discreet 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 strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

Latest News

Employer toolkit for EU Settlement Scheme published
19/02/2020 - More...
Following Brexit, the government has published an updated toolkit for employers on how to support their employees who

Change to the off-payroll working rules
19/02/2020 - More...
As part of a review into changes to the operation of the off-payroll working rules (IR35), HMRC has announced that the

Could you claim the marriage allowance?
18/02/2020 - More...
If you are entitled to the marriage allowance and have not yet applied, you could receive a payment of up to

Newsletter

With our newsletter, you automatically receive our latest news per e-mail and get access to the archive including advanced search options!

» Sign up for the Newsletter
» Login