Inheritance tax planning

Having worked hard and paved the way for a dream future for yourself and your family, it helps immensely to know that you can still securely provide for your family after you are gone.

Inheritance tax planning makes it possible for your family to continue to benefit from your wealth. This is accomplished through careful structuring of your financial affairs, in the most tax efficient way, allowing you to pass on as much as possible.

Timely Inheritance Tax Planning is essential if you would like to reduce the tax bill on your estate to help you loved ones receive the most of your inheritance.

We can advise individuals whose estate planning is close to the nil rate band or larger. We can propose techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios. We can also advise on both lifetime transfers and wills.

At Accure8 Financials, we endeavour to take care of your financial planning both now and for generations to come, thereby allowing you to share your most important asset with your loved ones in the now: your time.

Reasons to Choose Us

Technology driven

We have strong knowledge of Xero and QuickBooks which allows us to fully support our clients on these systems. We are also fully equipped for Making Tax Digital.

Fixed fees

All of our fees are fixed and pre-agreed, so you will never get any unpleasant surprise.

Pre-defined scope

During initial consultation, we will seek to understand everything we can in order to assist us formulating the pre-agreed scope of service for your business. There will be no ambiguity on the services you will expect from us, and with our fixed fees there will be no surprise.

Adamantly Pro-active

We contact every business client ahead of their financial year-end to discuss their performance and carefully plan all the deliverables to avoid last minute stress.

Outsourced Finance Services

We have significant experience in the finance function of small and very large organizations. We believe in adding value to our Small and Medium Sized clients by providing outsourced finance services that will complement the usual year end compliance services.

Get in Touch

Accure8 Financials Ltd is an ICAEW member firm with the flexibility to meet the client’s needs in a professional manner. Outsource as much or as little of your accounting needs as required with our fully personalised service. Contact us today for further information or a free consultation on how we can help your business.