Exceptional as Standard

Inheritance Tax, Wills and Trust advice

 

 

As a 7 branch chartered accountant in Kent and central London we offer a comprehensive service which spans the complementary, and frequently interlinking, matters of Inheritance Tax, Wills and Trusts. We keep our clients abreast of ever-changing legislation pertaining to these complex areas, offering our in-depth knowledge and expertise to demystify the processes involved.

Inheritance Tax

We all know that Inheritance Tax can be a minefield, however, with expert guidance from the Perrys team you can rest assured that your affairs are in safe hands. We offer our knowledge and experience to deliver pragmatic and effective solutions that are tailored to your specific assets, are water-tight and will protect your wealth to limit tax liabilities and maximise the benefits of your estate for your family and other beneficiaries.

Wills

It is essential to have an up to date and accurate Will, in order to ensure that your property, possessions, money and other assets are passed on to the beneficiaries according to your wishes. If you should die without a valid and lawful Will then it is possible that your assets will be distributed according to the law. Our professional and experienced team is here to guide you through the complex and sensitive issues involved in making a Will, ensuring your assets are preserved and passed to the relevant people whilst minimising Inheritance Tax liabilities.  We can also store your Will safely and securely, giving you peace of mind that it is in safe hands.

Trusts

When drafted correctly Trusts can provide a very tax efficient and secure way to manage assets, ensuring that they are passed to named beneficiaries, with no risk they will pass to unintended beneficiaries – this is especially important when it comes to protecting wealth from divorce claims.

Trusts are regularly included in a Will where the testator wishes to specify what should happen to his or her estate following the death of his or her spouse or partner – for example, where the testator has children from a previous marriage. Our Trust specialists can advise on the most suitable option for your purposes, providing peace of mind that your assets will be protected and distributed according to your wishes.

Our clients appreciate our exceptional service and benefit from our invaluable and objective advice which is combined with a transparent pre-agreed pricing structure.

If you would like further information on how Perrys Accountant in Kent and central London can advise you on Inheritance Tax planning, Wills or Trusts please contact us to arrange a free initial consultation on 01892 543900.

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