Tax and estate planning, for you and your family
The two certainties in life may be death and taxes, but that doesn’t mean you can’t plan for both. And you definitely should! We can outline the opportunities to get the most out of your hard-earned wealth today, while making sure that what you have is on track to pass to the right people in the most tax-efficient way possible.
Our tax planning service
Tax is an increasingly complex area, so it’s easy to get it wrong and pay more than you have to. At Med-Ex we have the technical expertise to review your situation and help you take advantage of available allowances, reliefs and tax-efficient opportunities. We’re able to explore ways you can lower your tax bill, not just when it comes to income tax, but also capital gains tax and inheritance tax.
We can help you:
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Understand your payslip and PAYE notice of coding, as well as claim various expense and subscription reliefs
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Complete your self-assessment form
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Make the most of pension tax relief and other allowances, such as ISA and capital gains exemptions
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Make sure your wealth is held as tax efficiently as possible, for you and your heirs
Our estate planning service
While it’s a difficult subject to face, it’s important to plan for when we’re no longer here. Estate planning is about making arrangements to pass your assets to the people you wish to receive them, either during your lifetime or on death. It will be a difficult time for your loved ones, so you should plan to make things as organised and simple as possible for them.
We’re here to help ensure that, in the event of death or serious illness:
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Your wishes are carried out
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The right money goes to the right people at the right time
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Your heirs won’t pay more inheritance tax than they need to
Testimonial
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