Tax services

Trusts & Estates Accountants

Protecting your family’s wealth is your top priority, and our complete Trusts, Estates and IHT planning service is the first step towards preparing your finances for future generations.

Trust Accountants in Sheffield

A trust could allow your family to avoid the lengthy and complicated probate process, saving money in legal costs and making sure your beneficiaries receive more of their inheritance.

Our team of expert tax advisors are experienced in creating and registering both taxable and non-taxable trusts with the Trust Registration Scheme, so you can rest assured your trust will be both tax-efficient and compliant.

Estate Planning Accountants in South Yorkshire 

From making a will, giving gifts and transferring assets into trust, to retirement and exit strategy planning for business owners, we will guide you through the process of succession and estate planning, to minimise the tax liabilities of your estate.

With experience in working with a diverse range of clients, our knowledgeable team of estate planning advisors can provide estate planning services for single persons, blended families, childless couples, and childless seniors, allowing you to direct your wealth and assets wherever you may wish.

For more information, download our factsheets, The Importance of Estate Planning and Taking Charge of Planning Your Estate.

IHT Planning Accountants

Inheritance tax used to be something that only affected the very wealthy, but with property prices at an all-time high and the IHT threshold not increasing to match, more and more estates are falling into HMRC’s net.

Our Inheritance Tax Planning service will ensure you make the most of lifetime gifts, trusts and life assurance policies to protect as much of your legacy as possible for future generations.

 

If you’d like to find out how our Trusts and Estates Planning service could help you prepare for the inevitable and provide for your loved ones, get in touch.

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