CALL US 01202 610105 / 07791 021114
CALL US 01202 610105 / 07791 021114

Estate Planning

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While understandably most do not wish to consider the topic of dying, ensuring that you have provisions in place for family and friends is essential. At OK Accountants, our accountants in Bournemouth pride themselves on offering a service that is professional, and highly considerate of your needs and the sensitive nature of this subject.

Legislation requires that, in regards to passing on your estate, you need to plan your chosen beneficiaries well in advance. Preparing your estate is, therefore, something that can be started at any time, and the sooner you begin, the sooner you’ll be able to benefit from any tax opportunities available.

From assisting with drawing up and reviewing your will, making use of exemptions and lowering tax rates on lifetime transfers and transferring assets into a trust, our accountants in Bournemouth are the obvious choice. Such is our expertise that we can also advise on transferring agricultural and business property, as well as organising adequate life assurance to cover inheritance tax liabilities.

Better still, we offer a free consultation for all of our services, which means you’ll have nothing to lose by getting in touch with our accountants in Bournemouth to discuss how estate planning can benefit you.

To find out more about estate planning, and how OK Accountants can help you to achieve your business goals, contact our helpful team by calling us on 01202 610105 today.

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