Estate and Tax planning
We work extremely hard for what we own, so when we pass, we want to see as much of our assets as possible going to the people closest to us. Effective estate and tax planning provides you with the best possible set up to protect your assets against inheritance tax.
Putting an estate and tax plan in place helps to minimize both the time and financial expenses involved in the execution of a will. It allows for a reduced probate process meaning that a substantial portion of the costs, delays, and loss of privacy associated with probate can be avoided.
Within both our estate and tax planning services we provide scheduled gifting plans to take advantage of available exemptions and reliefs. In life and in death we want to make sure that your money is under your control. We will ensure that the right protections are in place for those you leave behind.
WHAT DOES A PLAN LOOK LIKE?
The main components of a plan include:
Discussing your estate or tax plan with a lawyer is crucial when you have significant life changes. Without revisiting your estate plan, your property could end up with beneficiaries you no longer want or your children could end up with guardians you don't
speak with anymore.
Creating an Estate and Tax plan sets your assets up for a future after you are gone, ensuring that for those you hold closest, your legacy lives on.
"Working with Argo has been calm, straightforward and incredibly reassuring. I could not recommend them highly enough"
- Mrs Normal, Maidstone
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What is Estate Planning?
Who needs to Estate Plan?
How can I ensure my family's privacy with Estate Planning?
Many of the documents used in an estate plan don’t become public record after you die, unlike a Will or probate court cases. By avoiding probate, you can save your family time and money while also protecting their privacy and helping ensure that no legal cases will be brought against your last will and testament.