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Inheritance tax accountant in Banbury and Swindon

Inheritance tax planning is vital if your loved ones are to get the most out of the inheritance they receive. Find out how LD Accountancy can help. Home visits provided anywhere in Wiltshire, Gloucestershire and Oxfordshire.

EFFECTIVE INHERITANCE TAX PLANNING

I provide up-to-date, practical advice in this fast-paced and ever-changing area of tax law, ensuring that your inheritance tax plan is regularly reviewed to ensure compliance and effective planning from day one.

 

As your inheritance tax will have an impact on other taxable areas (such as probate, trusts, and property), you will want a holistic strategy in place that ensures you are not overpaying and that your assets are protected.

 

Please get in touch with me to start planning your inheritance tax strategy as soon as possible.

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INHERITANCE TAX ADVICE THAT COVERS:

  • Inheritance tax and estate planning

  • Filing inheritance tax returns

  • Trusts and transference of assets

  • Appealing inheritance tax decisions with HMRC

  • Lifetime gifts and PETs (potentially exempt transfers)

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MAKE SURE YOUR LOVED ONES BENEFIT FROM YOUR WEALTH

It goes without saying that you’ll want your loved ones to benefit as much as possible from the wealth you have accrued. That’s why it’s so important to plan effectively for the future.

 

Contact LD Accountancy today – with offices in Brackley and Swindon.

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REDUCE THE TAX AMOUNT APPLIED TO YOUR ESTATE WITH THE AID OF LD ACCOUNTANCY. CALL:

07917 870529

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