Estate and inheritance tax planning is as important during your lifetime as it is through your Will. Have you made sufficient provision for your family and friends? Taxes cannot be looked at in isolation as they interact, no more so than between inheritance and capital gains tax.
As the famous saying goes, ‘In this world nothing can be certain, except death and taxes’ (Benjamin Franklin). At HGR Accountants we are able to guide and advise you through the complexities.
The use of annual allowances, gift reliefs, charitable giving through your Will are just some of the ways to efficiently mitigate your Estate tax bill and to be sure that you can maximise what you leave for your loved ones.
As with everything, early planning will lead to peace of mind.