INHERITANCE TAX PLANNING
Inheritance tax can take a substantial slice of your estate if you have not prepared properly. At Simcox & Co, we will make sure you have taken full advantage of all the available reliefs and exemptions to minimise your liabilities. If this still leaves you likely to be subject to inheritance tax, we can organise alternative plans, such as advantageous trusts, early gifting and more.
TRUSTS AND TRUSTEES
If a trust is advised as a means of protecting your estate, Simcox & Co can take care of all the details, from arranging solicitors to registering the trust with the Inland Revenue. We can even act as trustees if required, acting as an independent party to act in your best interests and ensure that your wishes are fulfilled.
WILL WRITING
Creating a practical, applicable will is essential if your assets are to go to the people or causes you want them to. Simcox & Co can arrange professional will writing for you, either in-house or using our recommended solicitors. As a personal friend who understands your family dynamics, we can help you make sure your estate is divided equitably, in a way that will not cause upset or create challenges, producing a will that you are confident in and comfortable with.
