Estate & Life Planning

Our estate planning service will help you to create a Will...

Bolton Tax Accountants can advise on a range of matters from simple Wills to probate, trusts and complex estate planning.

Our estate planning service will help you to create a Will; make full use of lower tax rates and any exemptions on lifetime transfers; optimise these between spouses and transfer agricultural or business property.

Drafting a Will also allows you to plan the distribution of your assets in a tax-efficient manner, keeping inheritance tax issues in mind. Bolton Tax Accountants can help you to draft your Will sooner rather than later, thereby maximising your chances of taking full advantage of any tax opportunities available to you.

We will also assist you in making use of estate planning breaks, for example, utilising lifetime gifts, ensuring that your personal wealth is passed on to your loved ones.

Please contact us for more information.