Estate Planning

Few of us like to think about dying, however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax planning opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime.

At DPC Accountants & Business Advisers we provide a discreet comprehensive estate planning service that includes:

help with planning and reviewing a will;
making full use of exemptions and lower tax rates on lifetime transfers;
optimising lifetime transfers between family members;
transferring agricultural or business property;
transferring assets into trust; and
arranging adequate life assurance to cover potential inheritance tax liabilities.

We also have expertise in dealing with trusts; a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfill your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management.

If you would like to discuss the matter further please Contact DPC Accountants today to arrange a meeting with a member of our team.

Our Services

DPC is a trading name of DPC Accountants Limited.
Registered in England No: 6296958 Registered office address: Vernon Road, Stoke-on-Trent, Staffordshire ST4 2QY.
Registered to carry on audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales. VAT number: 278 3402 46