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Taking a step-by-step approach to secure your future

How we can help

It’s not something anyone particularly wants to think about, but when you’ve worked hard to aquire assets and build your legacy, it’s only natural to do what you can to protect it. We have specialists to advise you on how to pass on your assets in the most tax-efficient way and save you money in the long term.

This can be anything from helping to write your will and then making sure your wishes are carried out in the event of your death, to setting up and administering trusts.

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To find out more, contact Eleanor Gadd on 01293 603615

Inheritance tax planning

How can I maximise the legacy I leave to my loved ones?

With tax laws constantly changing and evolving, you’d be forgiven for worrying how they could affect the value of the legacy you leave behind. But with careful planning and a dedicated tax law team, we can help you offset a significant amount of inheritance tax.

Every situation is unique, so we often work hand-in-hand with other professional advisors to make sure we adopt the best approach. Together, our experts help you structure your financial affairs and assets in the most tax efficient way and help protect the legacy you leave behind.

Wills

How do I make a will that best provides for my loved ones?

Making a will is something many of us don’t quite get around to, even though we know how important it is. We can help write yours quickly and easily, structuring it to make sure your assets are distributed exactly as you want them to be.

We can also deal with any specific needs you may have, from appointing guardians for your children to stating any particular wishes for your funeral and appointing someone to deal with the administration of your estate.

Once you have your will, we’ll also help you keep it up to date in line with any changes to your circumstances.

Professional executors

How can I make sure my estate will be dealt with by people I trust?

When you make your will you’ll need to name your executors – the people you trust and want to deal with the administration of your estate.

If you can’t think of anyone you’d like to appoint as executor or you don’t want to burden loved ones with the task, you could choose one of the partners at asb law instead. You can appoint them either as a sole executor or to act alongside a family member or friend – particularly helpful if you have a complicated asset structure or if executing your will is likely to cause conflict.

Trusts

What’s involved in setting up a trust fund?

You can use trusts in a wide range of family, commercial and financial situations to protect and administer your assets, minimise your tax liabilities and deal with your pension and life insurance. We help you create your trust either during your lifetime or through your will.

Our tax & estate planning team will point out the options best suited to achieve the outcomes you want. We can also advise your trustees on their duties and responsibilities and on all other aspects of administering trusts.

Insights

Can you afford to lose value from your business?
Tax and estate planning

Can you afford to lose value from your business?

As a business owner, you are probably aware that your company shares could be free of inheritance tax and this exemption can represent a significant saving.
Read more
Failure to prepare, prepare to fail
Tax and estate planning

Failure to prepare, prepare to fail

Do you have adequate protection for your wealth or business?
Read more
The Residence Nil Rate Band and what it means for you
Tax and estate planning

The Residence Nil Rate Band and what it means for you

A new inheritance tax (IHT) relief has come into force that could save the children of a married couple up to £80,000 in IHT, rising to £140,000 by 2020/2021.
Read more

Get in touch with us

Eleanor Gadd Associate Tax Trust Wills asb law Crawley

Eleanor Gadd

Associate
Eleanor has built up extensive experience in tax and estate planning and provides advice on tax, trusts and wills.

To talk to us about your circumstances and concerns for the future, call Eleanor on 01293 603615