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

[email protected]

01946692423

Planning for the future services

What Clients Say

As a small business, 2020 was exceptionally challenging. To have a company that has been as communicative, helpful and diligent as robinson+co has been beyond helpful. In particular Brett Bennett has not only been a reliable source of information time and time again but has always offered words of advice and reassurance through some hard times. I wouldn’t look anywhere else going forward.

Tom Blaney, NW Fitness Limited

We are long standing clients of robinson+co for almost 50 years+. The team are always on hand to give good, clear guidance and at all times are professional, organised and efficient. We would highly recommend robinson+co to those who are thinking about seeking professional accounting services.

F Younghusband & Sons Limited

robinson+co removed the headache of having to sort out and deal with Automatic Enrolment. Many thanks to Joanne Hagreen for her help, patience and efficiency.

Elaine McCormick, MACS Removals Limited

robinson+co have looked after my business and personal accounts for the last 10 years. They have always been very approachable and offer a personalised service. When deadlines are tight Darren Mewse has always gone the extra mile to provide the accounting information we have needed. His attention to detail is certainly very apparent in his working. I would have no hesitation recommending them and would happily speak to potential clients if required.

Dr M J White

I can’t thank the staff enough at robinson+co for their help and support dealing with our accountancy and tax affairs. They are knowledgeable, supportive and very approachable.

Matthew Raywood, Lakeland Self Drive Limited

We can’t thank Tracey Kennett enough for all her patience and help with our Sage software.

Modern Homes, Workington

We would like to thank robinson+co for their outstanding service they provide us in dealing with our PAYE and CIS.We find that they are very professional and understanding to our needs.

Brian Atkinson, B&C Atkinson Ltd