In conjunction with our partners we can give you peace of mind with lifetime and estate planning, and specialise in:
Sheltering savings, investments, life policies or assets into a trust can play an important role in estate planning, as this can minimise tax liabilities of your beneficiaries. A trust can also ensure your assets go to the right people, at the right time. In conjunction with our partners the expert estate planners will discuss the best way to mitigate inheritance tax and ensure your wishes are followed. If this includes a trust, we can oversee the process and paperwork necessary to establish this and ensure its compliance with HMRC regulations.
Everyone should have a will, but this becomes particularly important if you have dependents or if there’s likely to be any dispute over your assets after you die. A properly drawn up will can make your wishes clear and ensure there’s no room for challenge. Here at Hanberry & Co we take time to get to know you and understand your wishes, both in terms of your finance and assets, and specifically any provisions you wish to make for children under 18, then will write your will to make your intentions clear.
Get in touch today!
To find out more about how our professional accounting and financial services could help you or your business move to the next level, please do not hesitate to get in touch. A member of our professional and approachable team would be delighted to help you.
Hanberry & Co is a market-leading firm of chartered certified accountants. We are a team of experienced, well qualified and expert professionals, all dedicated to providing the highest-quality services and solutions to our clients.
We are registered regulated for range of investment business activities by the Association of Chartered Certified Accounts.
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- Wills & trusts
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