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Few of us like to think about dying, but equally few of us could live with the thought that we have put no provisions in place for family and friends who survive us.

The legislation that governs passing on your estate to your chosen beneficiaries requires that you plan well in advance. Since such circumstances cannot be predicted, it is essential that any estate planning is treated as a priority.

The chart below shows the split between the Inland Revenue and two beneficiaries. Thus showing that the Inland Revenue will get more in tax (40%) than one of your beneficiaries receiving 30%.

Inheritance tax split above the nil rate band

We will provide you with a discrete estate planning service that includes:

• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Helping you to draw up and reviewing your will
• Transferring agricultural or business property
• Transferring assets into trust

The earlier you plan and make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Inland Revenue’s pocket! At Aston Berry we strongly recommend that you consider estate planning right away by contacting us for a preliminary review.

We understand that each business or individual will have different needs and expectations from their accountant and that’s why we would like to give you the opportunity of a FREE CONSULTATION, where we can look at matching your needs with our expertise. We look forward to receiving your call.

Aston Berry, 58 Thorpe Road, Norwich NR1 1RY

t: 01603 616300 e: reception@astonberry.co.uk w: www.astonberry.co.uk