Family Issues

Wealth creation and protection

We all hope to maintain the same standard of living in retirement as we enjoy whilst working. To achieve this requires considerable forward planning. Working with Alwyns Chartered Accountants can help you plan your retirement strategy.

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Exit strategies

If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leave it for the next generation or sell it? If you intend to hand the business over, Alwyns Chartered Accountants can help you put together a workable succession plan. Or, if selling, we can assist in valuation and finding a suitable buyer. Imperatively, we will make you aware of all the tax implications of the timing of the disposals.

Pension provision

Alwyns Chartered Accountants can advise you of all the pension possibilities open to business owners and directors. We can also ensure you are making full use of all your allowances.

Savings and investments

Alwyns Chartered Accountants can help you monitor your investments to ensure the right balance of income in retirement and capital growth

Life assurance and long-term care

Do you have adequate life assurance and have you made provision for long-term care and medical insurance for you and your spouse or civil partner in your later years? We can work together to help you answer all these questions and recommend solutions tailored to your particular needs. Alwyns Chartered Accountants can also advise of the advantages and disadvantages of releasing equity from your home.

Planning for the next generation

None of us like to think about dying. We all want to make adequate provision for family and friends who survive us. Alwyns Chartered Accountants considers the impact of inheritance tax on your assets and we will propose tax efficient ways to pass assets down the family.

Passing on your estate to your beneficiaries requires advanced planning. As a leading firm of Chartered Accountants in Essex, we will discuss your plans and help you to identify what course of action to take. Since none of us knows when we will die, this means making the necessary provisions now.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries with the minimum tax.

The team at Alwyns Chartered Accountants provides a discreet, comprehensive estate planning service including:

  • Will planning
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Arranging adequate life assurance to cover potential inheritance tax liabilities
  • Lifetime gifts to individuals
  • The effective use of Trusts

Need practical advice in a user-friendly way?

We’re far more interested in finding out what makes you tick, than in setting the stopwatch to tick every time we talk to you.

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020 8502 0411

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