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Inheritance Tax Advice


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 will 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 maximizing the amount that goes to your beneficiaries.


Nothing is more demoralizing 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.


In addition to this we provide a discrete estate planning service that includes:


a free inheritance tax computation.

Help with drawing up and reviewing your will

Making full use of exemptions and lower tax rates on lifetime transfers

Optimizing lifetime transfers between spouses

Transferring agricultural or business property

Transferring assets into trust

Arranging adequate life assurance to cover potential inheritance tax liabilities.


How we can help


If you would like to discuss any of the above please contact KRA below so we can arrange a No obligation FREE initial meeting  to carry out a business review.

If you are interested in instructing us we will offer you a FIXED FEE accountancy service with no hourly charges or hidden costs.

contact us


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