“Thanks to Bees and Co for making what we thought was a complicated issue quite understandable and we had a surprising amount of fun in the process”
Simple, Understandable, Affordable,
Tax Planning & Advice
We spend a large proportion of our life working hard for the money we receive and save. When we pass on, we all want to ensure our loved ones receive as much of this as possible.
There are many different ways you can reduce the effect of inheritance tax without having to spend a large amount of money or losing a proportion of your estate. Exemptions are available but people are not often aware of how these can be applied.
Ownership of an asset is one such area and joint ownership can be changed to provide greater tax advantage and can in some instances double the amounts given away under the nil rate band, and for some can remove the burden of inheritance tax completely.
Inheritance Tax Planning Service
We offer impartial guidance during an exploratory meeting free of charge. During this meeting we will discuss the options which are available to you before putting you in touch with a trusted financial advisor who can implement these strategies for you.
For a no obligation initial meeting contact us today to discuss your tax planning needs in the Cheltenham, Gloucester, Hertfordshire and wider Three Counties area.
Frequently Asked Questions About Tax Planning
Inheritance tax is a tax payable on the value of your estate. This is all your worldwide assets.
On death for a married couple its 40% over the first £650,000. There are however extra allowances available which we can advise you of.
Its paid by the executors no later than 6 months after the death of the person that has passed.
Yes there are lots of things you can do to reduce the burden of inheritance tax.
This is an extra allowance of £175,000 related to property and certain classes of beneficiary.
Yes if there is a market value to all the possessions.
Areas We Cover
We provide inheritance tax planning services across Gloucester, Hertfordshire, Bedfordshire, Buckinghamshire, Herefordshire and Worcestershire.
Protect You and Your Loved Ones in
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Testimonials
“Bees and Co provided my wife and I with a fantastic service. We were pleasantly surprised by the ease and structure of the meeting. Held at our home we felt comfortable and relaxed.”
“My Mother sadly did start to become more forgetful and eventually the dementia became worse and worse. If it had not been for Bees & Co then it would have been so hard to care for Mother and execute her wishes.”
“It is very difficult to sometimes think of the worst, John thank you again for your help in putting together my trust, I now feel that everything is in place should the worst happen.”
“Thank you to John for all your work. You were both professional and sensitive towards our wills and making sure that all was in order.”
