Wills and Trusts
Do you want to arrange your afairs so that your inheritance tax liability is minimised?
We advise on PETs, discretionary trusts and the optimum division of assets between married couples. The Chancellor of the Exchequer is anxious to gain 40% tax on anything passed on from one generation to another. We strive to find ways of avoiding the worst mindful of the fate of King Lear.
Life assurance and a retirement pension are essential aspects of the financial protection which every family should have. We can advise on these issues. We also advised the optimum time to retire from a business.
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Latest news
- Tax Diary May/June 2024
18/04/2024 - More...
1 May 2024 - Due date for corporation tax due for the year ended 30 July 2023. 19 May 2024 - PAYE and NIC deductions
- Payrolling employee expenses and benefits
18/04/2024 - More...
Employers can register on a voluntary basis (before the start of the tax year) to report and account for tax on certain
- Changes to Scottish Income Tax rates 2024-25
18/04/2024 - More...
A reminder of the changes to Scottish Income Tax rates for the 2024-25 tax year. It was announced as part of the