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One of the most important aspects of estate planning is to make sure your family, friends and favourite causes inherit as much of your wealth as possible. When someone dies, Inheritance Tax (IHT) becomes due on the value of their assets.
Effective IHT planning is a considered and precise process, that forms part of a comprehensive wealth strategy encompassing all of your goals and assets. Our highly qualified wealth planning experts will work closely with you to formulate a holistic plan that provides you with a sustainable level of retirement income, while also giving you access to your capital when you need it.
Inheritance tax services
When inheritance tax is payable and how to work out what IHT is due. Understand how the tax-free nil-rate is calculated and when it can be transferred from one partner to another. We also cover the new main residence nil-rate band.
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. We can help you with the following;
FATCA and CRS
Foreign Account Tax Compliance Act (FATCA) FATCA is a U.S. legislation which aims to combat tax evasion by U.S. persons. The intent behind the law is for Foreign Financial Institutions (FFIs), i.e. non-U.S. financial institutions to identify and report any U.S. persons that hold assets abroad to the Internal Revenue Service (IRS). The Common Reporting Standard (CRS) Following on from FATCA, the Organization for Economic Cooperation and Development (OECD) has formed an initiative for global tax transparency known as the CRS. The CRS is a broad reporting regime that draws extensively on the intergovernmental approach to the implementation of FATCA.
Will writing services
A will is a legal document that states how your affairs will be handled after you die. A basic will designates who will receive your property, appoints a guardian for your minor children, and names an executor to manage your estate;
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