Inheritance, estates & trusts
At Connolly Accountants we listen to our clients and tailor our inheritance tax planning advice to suit their individual needs and ensure, with direct liaison with their legal advisors, that they understand the full implications of the advice we provide. We consider inheritance tax to be a voluntary tax, since, more often than not, good planning can avoid it.
Inheritance tax planning can be applied to your private residence and investments as well as more complex business succession strategies.
Estate planning involves a detailed consideration of the impact of a multitude of taxes, with the aim of ensuring that a substantial part of the wealth that you and your family have worked hard to accumulate goes to those you choose to receive it rather than into the hands of the Exchequer.
We can advise on all aspects of estate planning, including;
- Inheritance and capital gains tax planning
- Business property relief
- Utilising trusts
- Making "lifetime" gifts
- Tax efficient wills
We strongly recommend that you consider estate planning earlier rather than later, when options may no longer be available.
Please feel free to contact us via our online form