Estate Planning

Why is this so important?  The answers are simple.  If you do not:

  • Have in place Lasting Powers of Attorney
  • Have an Estate Planning Strategy

Then,

  • If you became incapacitated who would look after your affairs?
  • Anything in a Taxable Estate over £325K could be subject to tax at 40%; therefore almost half of your Estate that you have worked hard for would go, not to your Family, but to the Chancellor.
  • You could be forced to sell your home to cover care costs.
  • You may have not ensured there is financial provision for your dependents, or specified who should care for them in your absence.

 

Jackson Calvert Chartered Accountants provide comprehensive Estate Planning solutions tailored to your specific needs.  The cost of planning is not expensive, or excessive, and the initial “Fact Finding” meeting is free.

 

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