Does your estate planning pass the test?

It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries. Currently only 2% of estates have a liability to IHT.

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McKenzies is registered to carry on audit work in the UK and is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. A list of partners’ names is open to inspection at 14-16 Station Road West, Oxted, Surrey RH8 9EP. Copyright © McKenzies. All rights reserved.