Have you considered who will deal with your affairs, what you would like to happen and, if appropriate, what will happen to your business?
We can help you to make plans for your succession and for your estate.
Be it business agreements, or inheritance tax planning, wills or applying for probate, we can help.
TIP: Make sure you have a will and keep it up to date.
Unless successfully contested, the distribution of a person’s estate is determined either by the terms of their will or, if there isn’t a will, by the rules of intestacy.
We will ascertain all assets and liabilities at the date of death and complete the relevant tax and court forms to obtain the grant of probate (if there is a will) or letters of administration (if no will).
Once probate has been obtained, we will close accounts, sell or transfer assets and pay bills, costs and any tax.
We can ensure that any Inheritance, Capital Gains and Income tax due is paid and obtain confirmation from H M Revenue & Customs that their files are closed.
Finally, we produce estate accounts and distribute monies between the beneficiaries. Interim payments can be made to beneficiaries, where possible.
Maxing Tax Digital is coming
We have an innovative and cost effective solution to help you manage your property portfolio and deal with your tax and other reporting requirements.
Are you aware of the changes coming on 1 April 2023
Are you a small or medium-sized enterprise (SME) considering R&D tax relief ?
Pre-notification is comng.
Speak to us now.
We will work with you to make your claim and may bring in specialists, depending on the circumstances.
Making tax digital (MTD) is coming for all self employed business and landlords turnover with greater than £10,000
Interested in how we can help you and your business?
Find out now with a no-obligation, exploratory discussion.
Are you involved in construction?
- Do you understand the rules and the different rates of VAT that apply to the construction industry?
- Do you understand the domestic VAT reverse charge?
DO YOU NEED HELP?
FIXED FEE OFFER
We offer a fixed annual fee service for all clients.
Our offering for new or small businesses can include online bookkeeping, typically Xero
Hertfordshire WD6 1QQ
Tel: +44 (0) 7801 954757