personal services

Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.


The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us know when we shall die, this means making the necessary provisions now.


The earlier you make the arrangements the greater your chance of taking full advantage of the tax opportunities available. Thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers.


It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill, foresight and a detailed knowledge of the tax regime.


We provide a discreet 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
•    arranging adequate life assurance to cover potential inheritance tax liabilities.


We strongly advise you to begin your estate planning right away by 
This email address is being protected from spambots. You need JavaScript enabled to view it. for a preliminary review.

Halstead Office

Richard Edwards Group
The Maltings
Rosemary Lane
Halstead
Essex CO9 1HZ
 

Stanway Office

Richard Edwards Group
The Lodge
Beacon End Farmhouse
London Road
Stanway
Colchester
Essex CO3 0NQ

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Contact Us

wendy.britton@r-edwards.com
Phone: 01787 477183
Fax: 01787 474331

Richard Edwards Group is the trading name of RE Group Accountants Limited registered in England and Wales, number 11895214. Registered office The Maltings, Rosemary Lane, Halstead, Essex, CO9 1HZ