Estate and inheritance tax planning

When making arrangements for the future of your estate, it’s never too early to start!

Planning ahead will enable you to take full advantage of the tax opportunities available and maximise the amount that will eventually pass to your beneficiaries.

At Malt Accountants, we provide a professional estate planning service which includes:

  • Help with 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

Contact us today to discuss how we can help you preserve as much of your wealth as possible.