Leaving a legacy for future generations
Death and taxes have been described as the only two certainties in life and if care is not taken, both may take place at the same time, with Inheritance Tax becoming payable from your estate upon death, potentially affecting your loved ones.
With various methods available to reduce or remove Inheritance Tax liability altogether, the earlier this is considered, the less likely HM Revenue & Customs will be a significant beneficiary following your death.
Estate planning organises your finances to take care of your own needs and pass on wealth in a tax efficient manner; whether it is making gifts, making the use of all available reliefs and allowances to secure your family’s future.
To ensure you have sufficient provisions in place to make sure your proceeds upon death go to your beneficiaries as intended, it is important to seek expert guidance from Kreston Reeves Financial Planning.
Contact us to arrange to speak with one of our experts in London, Kent and Sussex.
© Copyright Kreston Reeves LLP 2023. All rights reserved. Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Kreston Reeves LLP is a Limited Liability Partnership registered in England and Wales with registered number OC328775. Kreston Reeves Financial Planning Services Limited is an appointed representative of Craven Street Financial Planning Limited (Registered in England and Wales: 03852054. Authorised and regulated by the Financial Conduct Authority: 135202). Kreston Reeves Financial Planning Services Limited is registered in England and Wales with registered number 13241966. Kreston Reeves Private Client LLP is regulated for a range of investment business activities and licenced to carry out the reserved legal activity of non-contentious probate in England & Wales, reference number C002168789. Kreston Reeves Private Client LLP is a Limited Liability Partnership registered in England & Wales with registered number OC342713. Registered office: 37 St Margaret’s Street, Canterbury, Kent CT1 2TU.
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