Estate planning is about more than calculating a possible Inheritance Tax liability. It should reflect your family circumstances, business interests, future income needs and wishes for succession. Starting early creates time to understand the position, consider appropriate options and coordinate tax, legal and financial advice before decisions become urgent.
HOW THIS HELPS YOU
Understand the current position
We can help build a clear picture of assets, liabilities, ownership and potential tax exposure. |
Consider lifetime planning
The tax effect of gifts, transfers and other lifetime decisions can be reviewed before action is taken. |
Plan business succession
Ownership, management succession and the potential availability of business-related reliefs can be considered together. |
Review reliefs and allowances
Relevant exemptions, reliefs and family circumstances are assessed under the rules applying at the time. |
Coordinate specialist advice
Tax analysis can be aligned with wills, trusts, pensions and investment advice from the appropriate professionals. |
Keep the plan current
Regular reviews help reflect changes in values, family circumstances, legislation and business plans. |
THE ApC DIFFERENCE
ApC can bring together the personal, business and tax elements of estate planning. Our knowledge of the client's accounts, company structure and wider tax affairs helps us model options and identify where action may be needed. We work collaboratively with solicitors and regulated financial advisers so that tax considerations support, rather than replace, the client's legal and personal objectives.
OUR SERVICE CAN INCLUDE
- Estate and potential Inheritance Tax review
- Asset, liability and ownership analysis
- Lifetime gifting and succession tax modelling
- Review of potential reliefs and trust tax implications
- Liaison with legal and regulated financial advisers
Start the conversation with ApC early, while there is time to consider your objectives and coordinate the right professional advice.
ApC provides tax and accounting advice. Wills, legal documents, trust drafting and regulated investment advice must be provided by appropriately qualified advisers.