Planning for the future

Hindsight is a wonderful thing. The thought of planning for the future is something we very often put to the back of our minds. A lack of planning on our part could cause problems for our nearest and dearest. It is therefore essential to think about these things now while we can and, crucially, we have the ability to make our own choices.

Inheritance Tax has been labelled as a “voluntary” tax in that it can be planned in advance and reduced to minimal amounts, if not nil.

At robinson+co we firmly believe in this adage, and our highly experienced team can help in this complex area.

Our team can help with:

  • Inheritance Tax advice
  • Inheritance Tax calculations
  • Estate planning
  • Advisers on Deeds of Variation
  • Use of trusts
  • Planning to maximise available reliefs

 

Intrinsically linked with planning for the future is the protection of your affairs should anything happen to you. Here at robinson+co we can also advise on your Will, Lasting Powers of Attorney, Executorships and Trusteeships.

Members of our team will be happy to act as:

  • Trustee (usually alongside a family member)
  • Executor (alongside a second executor)
  • Power of Attorney (for financial affairs)
  • Administrator of Estates (whether we are an executor or not)

We provide a highly professional ‘all-in-one’ service to deal with all your affairs both now and in the future. Much of the financial information, collated over many years of working with you, we will have at our fingertips which inevitably eases the whole process.

Got a question?

Contact Tax Manager Linda Little

lindalittle@robinsonco.co.uk

01946692423

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