Estate and inheritance tax planning

Forward planning and early consideration of how your estate will be handled after your death is vital if you wish to make the process straightforward.

Efficient and effective early planning may potentially allow you to utilise any tax opportunities that are available for you to use.

K Magill & Company can supply you with a practical estate planning service, which includes:

  • Assistance in the creation of your Will
  • Advice regarding using exemptions and lower rates of tax on Inheritance Tax (IHT) lifetime transfers
  • Cultivating lifetime transfers between spouses
  • Transferring business or agricultural property
  • Placing assets into trust
  • Providing sufficient life assurance to cover any potential IHT liabilities.

For more information regarding effective planning for the future of your estate, please contact us today.