Estate and inheritance tax

We can help you preserve as much of your wealth as possible for your chosen beneficiaries.

estate.jpg

Early planning is crucial when making arrangements for the future of your estate upon your death. Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

Farquhar Partnership provides an estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Refer clients to Independent Financial Advisers to arrange adequate life assurance to cover potential inheritance tax liabilities

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!

Contact us today for an initial consultation

Let's discuss how we can help you or your business.

© 2020 Farquhar Partnership Ltd. All rights reserved. We use cookies on this website, you can find more information about cookies here.
Registered in England & Wales no. 08704278
Farquhar Partnership Ltd, 151 Whiteladies Road, Clifton, Bristol BS8 2RA
Worldwide professional indemnity insurance is provided by Hiscox Insurance Company Limited (policy no. HU PI6 1638538), 1 Great St. Helens, London EC3A 6HX.
Sage