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

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