Wills, Probate, Tax and Financial Planning
By careful organisation of your assets you can greatly reduce your liability to tax now and at your death. In this complex field the Edmunds & Co private client department can ensure that, where appropriate, advantage is taken of your own particular situation.
Advice on tax matters includes consideration of the following:-
Inheritance Tax
- Life time gifts and potentially exempt transfers.
- Annual allowances.
- Accumulative and nil rate bands.
- Equalisation of estates and inter spouse exemptions.
- Relief’s in connection with specific assets e.g. shares in the family business and real property.
- Inheritance tax insurance policies.
- Accumulation and maintenance trusts.
Capital gains Tax
- Annual allowances and exemptions.
- Strategic realisation of investments.
- Indexation.
- Roll over relief for business assets.
Income tax
- Use of losses from previous years income tax.
- Tax allowances.
- Deductible expenses and losses.
- Use of non-residence status.
In addition to our tax planning service Edmunds & Co Solicitors deal with the drafting of wills, trusts and the handling of estates.
If you haven't got a Will, you're not alone
70% of the population haven't either.
Every day approximately 2,000 people die in the United Kingdom which means approximately 1,400 estates a day are "Intestate".
Don't be the same do something about it today!
Without a Will;
- Your spouse will only receive a fraction of everything you own!
- Your Co-habitee may be excluded from receiving anything!
- Only blood relations will benefit!
- Statutory Trusts being set up for your children on terms you probably disagree with!
- You will pay more costs for administering your estate!
- You will pay more tax!
Your Estate may go to the State!
All this can be changed quite simply by making a Will
By careful organisation of your assets you can greatly reduce your liability to tax now and at your death. In this complex field the Edmunds & Co private client department can offer advice on tax matters including consideration of the following:-
Inheritance Tax
- Life time gifts and potentially exempt transfers.
- Annual allowances.
- Accumulative and nil rate bands.
- Equalisation of estates and inter spouse exemptions.
- Relief’s in connection with specific assets e.g. shares in the family business and real property.
- Inheritance tax insurance policies.
- Accumulation and maintenance trusts.
We offer the following;
Download our Will Form below and complete the necessary details, then return the completed form to us and our Solicitors' will construct your Will and return the document for your approval. Once you approve it we will send the original Will for signing with full instructions.
Or if you prefer simply call 0845 260 5050 to book an appointment.
Downloads
If you don’t see the area of Wills, Probate, and Tax Planning you are interested in listed above, we can still help. Call us on 0845 260 5050 for more information.
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