Estate Planning
Estate planning is never an easy subject, so it is all too easy to put off estate planning until it is too late. Without careful planning and sound advice, there is no guarantee that your chosen heirs will benefit according to your wishes after you have gone.
We provide a discrete estate planning service that includes:
- Help with drawing up and reviewing your will
- Making full use of exemptions and lower tax rates on lifetime transfers
- Optimising lifetime transfers between spouses
- Transferring agricultural or business property
- Transferring assets into trust
Stacey & Partners is registered to carry on audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Details about our audit registration can be viewed at www.auditregister.org.uk, under reference number C005307909.
