Foundation Accountancy Limited Call01622 298148

SME accountants in Maidstone, Kent

Plan now to protect your estate

A discreet estate planning service including Wills, Trusts and Lasting Powers of Attorney.

Our estate planning service

The earlier you make arrangements, the greater your chance of taking full advantage of the tax opportunities available, maximising what goes to your beneficiaries.

  1. 01

    Wills & Trusts

    Help with drawing up your Will, appointing Executors, Trustees and Guardians for your children.

  2. 02

    Tax Planning

    Making full use of exemptions and lower tax rates on lifetime transfers, and optimising lifetime transfers between spouses.

  3. 03

    Trusts

    Transferring assets into Trusts as part of your estate planning.

  4. 04

    Lasting Powers of Attorney

    A lasting power of attorney lets you choose who you would trust to make decisions on your behalf, should you ever be unable to do so yourself.

  5. 05

    Document Storage

    For a minimal cost, our document storage service ensures that only you or your chosen executors and attorneys can obtain your Will and other confidential documents at the right time.

Ready to make sense of your accounts?

Get in touch today for straightforward accountancy, tax and estate planning support.

Phone
01622 298148
Email
info@foundationaccountancy.co.uk
Address
172 Woodlands Road, Aylesford, Maidstone, Kent, ME20 6EY