Swadlincote Office

The Old Police Station
Church Street
Swadlincote, Derbyshire
DE11 8LN

01283 217256

Burton Office

128A New Street
Burton on Trent
Staffordshire
DE14 3QW

01283 565121

Opening hours 9 am to 5 pm Monday to Friday
 

Registered to carry on audit work by the Institute of Chartered Accountants in England & Wales

 

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Estate Planning

 

Due to the many complexities of the inheritance tax system, it is recommended that you seek expert advice when making your will.

Passing on your estate to your chosen beneficiaries in a tax efficient manner requires you to plan well in advance.  Since none of us knows when we shall die, therefore it may be wise to make provision now.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available thereby maximising the amount that goes to your beneficiaries.

It is equally important when planning to transfer your estate that you make adequate provision for yourself and for your spouse in your later years.  Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

At Buckler Spencer we provide a discreet 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 trusts
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

We strongly advise you to begin your estate planning right away by contacting Mark Buckler for a preliminary review.