We provide comprehensive estate planning services designed to secure your assets and ensure your wishes are fulfilled. Our approach includes creating clear wills, setting up trusts, and advising on powers of attorney to protect your interests. We also assist with minimising inheritance tax and organising your estate to ease future legal processes.
Our services include:
Estate planning helps you decide who inherits your possessions and how they are managed, ensuring your wishes are respected.
Managing inheritance tax reduces costs for beneficiaries, allowing them to receive more of your estate as you intended.
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A clear, personalised estate plan provides confidence that your affairs are organised, letting you live without worry.
Planning your pension is important to ensure a comfortable and secure retirement. Pension planning helps you build a reliable income, understand tax advantages, and make informed decisions about your savings. With the right strategy, you can enjoy peace of mind knowing your future is financially supported.
Making gifts during your lifetime is a valuable gifting strategy to help reduce inheritance tax. We guide you through allowances, the seven-year rule, and how to pass on wealth while keeping your financial security intact. Our advice ensures you make the most of exemptions and exemptions, making gifting simple and tax-aware.
Setting up trusts and wills is a vital part of estate planning that ensures your assets are protected and passed on as you wish. Trusts help manage and safeguard your wealth for beneficiaries, while wills clearly state how your estate should be distributed, reducing the risk of family disputes. Let our team guide you through creating these important documents for peace of mind.
Choosing tax-efficient investments can help grow your wealth while reducing inheritance tax liabilities. At PHS Associates, we guide you on selecting options like Business Relief investments and AIM-listed shares, aligning your investment goals with your estate planning needs. Take steps now to protect your legacy and provide a secure financial future for your loved ones with expert advice tailored to you.
If you want to take your accounting work to the next level, then reach us today without wasting time.
PHS Associates Acc & Co is led by a skilled team with expertise in Accounting, Taxation, Payroll, Business consultancy, and Company secretarial services.
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Company number - 08670151
