Begbies Chettle Agar: inheritance tax planning services
"Death is the most convenient time to tax rich people"
David Lloyd George, 1933.
At Begbies we can advise on tax efficient ways to organise your affairs, whatever your circumstances.
- Advise on the merits of establishing trusts, taking into account related issues such as capital gains tax, inheritance tax and income tax
- Administer trusts – relieving trustees of the burden of preparing annual accounts and tax returns
- Advise beneficiaries and trustees on tax issues arising when they receive income or assets from a trust
- Advise on funding inheritance tax
- Advise on will preparation and act as executor where required
- Arrange to obtain probate for executors and advise executors on issues such as Deeds of Variation
- Prepare the necessary annual accounts and tax returns