Milton Keynes: +44 (0) 1908 264422 Brackley: +44 (0) 1280 705682

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"It's not just about numbers..."

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

• "Starting a business or wanting to grow, right through to acquisitions and disposal - Connolly Accountants can help."
• "From the earliest calculator to modern day computers, accountancy has always played a huge role in our lives"
• "As local accountants, we take great pleasure in working with businesses and being part of the community."
• "As accountants, we have to be concerned about yesterday and today. As business advisors, we have to be concerned about tomorrow too."
• "People expect a certain reaction from a business, and when you pleasantly exceed those expectations, you’ve somehow passed an important psychological threshold."
• "We are hoping to hear from you very soon, and are already looking forward to finding out more about you and to helping look after your business"
• "excellence is in the detail; give attention to the detail and excellence will come"
• "starting a business or wanting to grow, right through to acquisitions & disposal, we can help"
• "people expect a certain reaction from a business, and when you pleasantly exceed those expectations, you’ve somehow passed an important psychological threshold."
• "At Connolly Accountants we believe working together is a two way street and that successful outcomes can only be obtained from strong relationships."
• "in business or in life don’t follow the wagon tracks too closely; every business is unique and that uniqueness is reflected in our approach"
• "we want to understand your needs; get under the skin of whats going on in your company, then we can really get going…providing you with solutions that add up to deliver results and help your business to grow"

Declan Connolly