Estate and inheritance tax planning

Early planning is crucial when making arrangements for the future of your estate upon your death.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

Walker Moyle provide a discreet estate planning service that includes:

  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust.

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!

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© 2024 Walker Moyle. All rights reserved. | Walker Moyle is a trading name of Walker Moyle Ltd. Registered in England and Wales No 09173854
Registered Office: Alverton Pavilion, Trewithen Road, Penzance, Cornwall, TR18 4LS

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Walker Moyle, Alverton Pavilion, Trewithen Road, Penzance, Cornwall TR18 4LS
Walker Moyle : The Old Post Office, Tregenna Place, St. Ives, Cornwall TR26 1SD
Walker Moyle : 3 Chapel Street, Redruth, Cornwall TR15 2BY