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Wills and estate planning
Although we cannot prepare a Will, we can advise you on what should be included in it and can assist with planning your affairs so as to minimise the tax payable on your death. We can also assist with planning for retirement (if you’re not retired already) and with what might happen if you fall ill or become infirm.
To individuals
- Income Tax
- National Insurance
- Capital Gains Tax (CGT)
- Inheritance Tax (IHT)
- Payment of tax
- Tax Enquiries
- Wills and estate planning
To sole traders
- Starting to trade
- Business names and trading style
- Notifying the Inland Revenue
- Registering for VAT
- Tax and National Insurance
- Taking on employees
- Books and records
- Bank accounts
To partnerships
- What is a partnership?
- Starting to trade
- Business names and trading style
- Notifying the Inland Revenue
- Registering for VAT
- Tax and National Insurance
- Taking on employees
- Books and records
- Bank accounts
To limited companies
- What is a Limited Company?
- Starting to trade
- Business names and trading style
- Notifying the Inland Revenue
- Registering for VAT
- Taking on employees
- Books and records
- Bank accounts
- Other considerations
- Salaries vs Dividends
- Audit
- Ceasing to trade
- Buying and selling the business or company
- Passing the company on

