Your Estate and Will (Appletons Accountants)

Chartered Accountants of Poynton, Cheshire

Skip Navigation Home What Accountants Do How We Save Businesses Money Who We Are Ralph Ellerton Edward Appleton Paul Bailey Christine Evans Carol Gregory Karen Bradbury Wendy Saunders Accountancy News Budget 2008 Businesses New Business Assistance When Tax Inspectors Call.... Business Tax Calendar Husband & Wife Companies Business Expenses - Dos and Don'ts Tax Tips for Business Staff and Subcontractors Business Loans Business in Difficulty... Capital Allowances Business Forms VAT Individuals & Families Savings & Investments Paying Less Tax Inheritance Family Finances Buying Property Living Overseas Retiring Comfortably FAQ Quick Reference Guide Money Calculator Vacancies at Appletons Contact Us Keep your income below the age allowance limit There are many ways to save tax - all of them perfectly legal. For example, if you are over 65, keep your income below the £18,900 limit - at that limit the higher allowances are scaled back. Call us at Appletons Accountants and we'll tell you more! Pay less tax - Create a tax shelter investment There are many ways to save tax - all of them perfectly legal. Did you know that.... Tax can be effectively deferred by investment in Enterprise Investment Scheme shares, Venture Capital Trust shares (both subject to limits), or in film finance partnerships? Call us at Appletons Accountants and we'll tell you more! Click here for more tips...	Home > Individuals & Families > Retiring Comfortably > Your Estate and Will Your Estate and Will Inheritance tax is a concern for more and more families. Effective estate planning is vital to ensure that your assets will go to your chosen beneficiaries. When making your estate plan consider the following factors: Who do you want to benefit from your wealth? This may include your spouse or partner, children, grandchildren, and any charities you may wish to include Should assets be placed into a trust restricting access to income and/or capital? How will the business be passed on? If you pass your business on to your children, should you consider multiple ownership? Making the most of gift It could be said that the art of inheritance tax planning is to give away as much as possible during your lifetime, while still ensuring that you have enough left for a comfortable lifestyle in retirement. We can help you create a tax-efficient gifts strategy to achieve your personal goals and meet your capital or income requirements. Appletons can help you to keep an estate plan tax-efficient and up-to-date. Why not give us a call. News feeds

E: appletons | T: 01625 260990 | F: 01625 260991
Appletons Chartered Accountants, Suite 1, Armcon Business Park, London Road South, Poynton, Cheshire SK12 1LQ

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Please contact Appletons Accountants to ensure you get appropriate advice based upon your own financial situation.