Estate planning

On your death, inheritance tax (IHT) is levied at a hefty 40 per cent on your estate above an allowance known as the nil rate band – currently £325,000 – so forward planning is essential.

Vista Partners’ estate and inheritance tax planning specialists will work with you to identify ways to minimise your tax liabilities. We’ll review your estate, including personal and business assets, and advise on maximising the tax efficiency of your will.

We’ll look at tax-minimisation opportunities, including trusts, and advise you on ways to make best use of the gifts and exemptions allowed under the IHT regime, including lifetime gifts, annual gifts, gifts to charities and agricultural and business property relief.

We’ll also make sure that we look at your estate planning from all angles so that, for example, a gift that saves inheritance tax does not unnecessarily create a capital gains tax liability.

With expert advice, your estate planning will ensure that you maximise the assets you pass on to your beneficiaries while giving you financial security during your lifetime that also makes provision for the possible need for long-term care in the future.

Successful estate planning requires a multi-disciplinary approach, involving accountants, lawyers and investment advisers, and we are experienced in working with fellow professionals to optimise outcomes.

To find out more about our tax, accountancy and business advisory services in Surrey, or to arrange a free, initial meeting, please contact us.

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5 Sep
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