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.
Are you one of the two types of people no longer required to submit a self-assessment tax return? Simple Assessment first took effect in September 2017, which means some taxpayers no longer need to disclose information about their income via a self-assessment tax return. The term ‘Simple Assessment’ may ring a bell, it’s a term […]