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Inheritance and estate transfers have to be prepared and planned in advance if you want a smooth transition to the next generation as well as being able to minimize the tax liabilities. If most of us would rather not think about it, it is important to plan in advance for your wealth to be transmitted to the next generation. Indeed, there are a lot of legislation requirements for this matter that you need to take into account early on.
Our services include helping with planning and reviewing a will, making full use of exemptions and lower tax rates on lifetime transfers, optimising lifetime transfers between family members, transferring agricultural or business property, transferring assets into trust, arranging adequate life assurance to cover potential inheritance tax liabilities.
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Planning is key
Our agency has been working with various clients during all these years. Indeed, we have worked with professionals from all sectors as well as with individuals in different specific situations. What we have noticed thanks to our long and large experience is that the phase of planning is very important. If you have planned well and adapted your plan regularly, you will be able to get to the next step easily.
Personal Tax Planning and Tax Returns
Everyone who is subject to taxation would need some help. Personal tax requires a lot of work not only to complete all the required forms but also to understand their tax position. For people who have no experience in this field, it is always better to get advice from professionals. If you need help with your tax return and/or want to pay the minimum tax required by law, our agency is the solution.
Self Assessment includes different form filling and compliance aspect that could easily give you a headache. But we are here to take away this burden from you. Our team has the experience and the knowledge to provide you with practical advice on personal tax. We will also complete tax returns, calculate tax liability, and find the planning opportunities available to you.
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