Estate Planning

With 2 out of 3 people in the UK dying without a Will, many people are missing out on the biggest tax planning opportunity of their lives, and the government often gains through unnecessary taxes. In addition, without a Will your assets can be divided against your wishes through the complicated intestacy rules. Capital assets are subject to inheritance tax, currently levied at 40%. Moreover, when your assets pass to your beneficiaries, those same assets become chargeable again in the Estate of the recipient.
With careful planning, many of these costs can be avoided. We use trusts extensively for tax planning, asset protection and to retain a degree of control over one's assets. At Axis Accountants , we are able to offer our services as Executors to your Will. This can ensure that not only are your assets divided in accordance with your wishes as detailed in your Will, but also all matters of the Estate are handled professionally, efficiently and impartially.
  • Inheritance tax planning
  • Will-writing
  • Executorships & trustee services

Next Step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.