Personal Services
ESTATE PLANNING AND LIFE CARE
I am too young to think about
a will!
Why should I worry about inheritance tax planning - it’s
a long way off!
These are comments made by wealthy individuals well into their
40's.
Everyone should have an estate planning strategy which can be
reviewed and modified during their lifetime. Typical review
stages include:
 |
On marriage or Civil Partnership |
|
On buying a house |
|
On birth of children |
|
On family members reaching 18 |
|
Before family members reach 25 |
|
On birth of grandchildren |
|
On sale of business |
|
On receiving a windfall or inheritance |
|
On separation or divorce |
|
On retirement |
|
On serious illness or infirmity |
|
On the death of a family member |
|
Within two years following the death
of a family member |
It is said that inheritance tax is a voluntary tax.
DO NOTHING AND YOU WILL PAY
40% TAX!.
Do something, contact Kevin Chapman, at kc@muras.co.uk
Life Care for the Elderly
This is a service provided primarily to existing clients and
their relatives but can be provided for anyone in need of
help in managing their day to day affairs.
The elderly are forming an ever-increasing
part of the population, this is an area which we're asked
to become involved more and more frequently. Our services
are as wide ranging as advising on powers of attorney to paying
the gas bill! If you feel this type of service could be of
help to you please contact Kevin Chapman on 01902 393000
Please select any other area you
are interested in from the list below.
To find out more, please explore
the links. |
