Estate Planning - Quantic Accountancy

Telephone: Halstead- 01787 460300 Wivenhoe- 01206 823835

Our Taxation Services – Estate Planning

Estate planning, drawing up a Will or setting up lasting Power of Attorney is the best way to ensure that your assets are passed on to the correct people

Estate Planning

Many people lose a large proportion of their estate to the taxman every year because of poor planning. Estate planning, drawing up a Will or setting up lasting Power of Attorney is the best way to ensure that your assets are passed on to the correct people.

At Quantic Accountancy our estate advisors can help you by drawing up a new Will or reviewing/amending an existing one, explaining why a Lasting Power of Attorney is so important and drawing up an effective one for you, transferring property without incurring large tax liabilities and utilising a variety of means to move financial assets into trusts. They can also help to make sure you utilise tax effective lifetime transfer opportunities between you and your spouse and ensure life insurance is used to protect you against tax liabilities where possible.

How will our Estate Planning help you?

Reviewing and amending existing Wills

Transfer property

Utilise tax effective lifetime transfer opportunities

You may also be interested in:

PAYE and National Insurance

VAT Planning

Corporation Tax

Inheritance Tax

Capital Gains Tax

Personal Income Tax

Estate planning, drawing up a Will or setting up lasting Power of Attorney is the best way to ensure that your assets are passed on to the correct people.

What our customers are saying

“Quantic Accountancy have helped me since I was a struggling independent freelancer to my time running two small businesses. Their prompt, accurate work has been invaluable to my business and my peace of mind.”

Jim Rossignol, Big Robot Ltd.

“I have been using Quantic Accountancy since I set my own company up two years ago - I received excellent advice and service throughout the process and feel confident in receiving high quality guidance and am always happy to pass my friends to Quantic Accountancy.”

Scott Brereton, Director of Brereton Jackson Financial Ltd.

“We have been using Quantic Accountancy for six years. During that time they have provided an invaluable service to our business, in a professional, reliable and friendly way.”

Simon Isaac, Zero Above

"Quantic Accountancy have been amazing at helping us set up our company and guiding us through the HMRC processes since then. They are always quick to respond to all our questions and make things easy to understand. We would definitely recommend them to any business large or small."

Dan Shipton, Black Skull Creative

"Our business has benefited hugely from Quantic Accountancy's wise advice and their no-nonsense approach. The team are all extremely friendly and approachable, always ready to offer you sound and straightforward advice. They are professional, efficient and adept at problem solving."

Richard Joslin, Richard Joslin Fine Art