You are using an outdated browser. Upgrade your browser today for a better experience of this site and many others.
Get a payroll quote
Check if your estate is protected from the tax man.
At McEwan Wallace we can help with inheritance tax planning and estate planning. Here are some useful pointers...
It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.
Estate planning begins with the following decisions:
A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.
Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.
SEEK OUR ADVICE FOR EVERY 'NO' ANSWER
If you would like advice on inheritance tax planning and estate planning, please contact McEwan Wallace today. We will be delighted to assist you.
19 Aug 2022
As millions of children go back to school this autumn, HMRC is reminding families to not miss out on up to £2,000 a year towards their child's wraparound care.
26 Jul 2022
A review of the help available for employers.