Estate planning and administration

20 July 2022 / Insight posted in Guide

Getting the right advice and planning ahead is crucial for estate planning and administration, as we cannot always predict what will happen in the future. As soon as you start accumulating assets and have dependants, or simply enter into a marriage or civil partnership, you should be thinking about protection and planning for the future.

Tax efficient structuring during your lifetime will result in speedier and more efficient administration on your death, making a difficult time easier for your loved ones.


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How we can help you

We are in a unique position to assist. Our multidisciplinary approach encompasses the advice you would expect from an accountancy firm, complemented by solicitors and financial planners. We are regulated by the ICAEW, SRA and FCA to provide these services, so you can be reassured that you are receiving the best advice within one professional team. We provide a modern approach for time-poor people in an ever-changing world.

As business advisers, we understand the issues around control, debt, and business continuity and as tax advisers we can suggest structures that have tax efficiencies and practicalities as a matter of course. Our advice can then be wrapped up in shareholder agreements, business protection insurances and up to date Wills and Lasting Powers of Attorney where appropriate, to ensure that life goes on for your family and dependents, even if you are not around to guide them.

Given that you have paid tax all your life it hardly seems fair that your estate should be taxed a second time. With our advice there are a number of steps that can be taken to minimise the amount HMRC receives from your estate.

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