Aston Shaw

Inheritance Tax & Estate Planning

Aston Shaw offers a comprehensive inheritance tax and estate planning service. We offer bespoke solutions to help you preserve more of your estate legacy, without compromising on your financial security.

From the relatively simple to the more complex, we will assess your needs and devise strategies to minimise your inheritance tax liabilities and comply with both domestic and international estate planning regulations, as well as your own personal, family and business requirements.

We will review your estate, including personal and business assets, highlight opportunities to minimise tax and help you to make the best use of the gifts and exemptions allowed under inheritance tax rules, including lifetime gifts, annual gifts, gift to charities and agricultural and business property relief. We can make recommendations on other estate planning solutions, including life insurance policies, trusts and wills, which if are set up in the correct way can help to offset significant inheritance tax bills in the future.

Whatever the size of your estate, at Aston Shaw, we can advise on methods to help you pass on your assets more effectively and tax-efficiently. We are happy to conduct an inheritance tax review, to assess your exposure to inheritance tax and advise on ways to minimise any liability.

SMEs – Are You Aware of the Tax Breaks Available to You?

November 2016

Serious business man working on documents looking concentrated with briefcase and phone on the table

Being a small and medium-sized enterprise (SME) has its perks; there are a number of tax benefits available, some of which have proved very useful. Unfortunately, many SMEs lack a knowledge of the benefits available to them which results in them unfairly missing out on what they’re entitled to. While there are many different tax […]

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