Estate Planners

Estate planning is essential to make sure your wealth is protected for you and your family. By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.

Few of us like to think about dying, however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

Wills, Probate, Trusts, & Inheritance Tax

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service that includes:

• help with planning and reviewing a will
• making full use of exemptions and lower tax rates on lifetime transfers
• optimising lifetime transfers between family members
• transferring agricultural or business property
• transferring assets into trust
• arranging adequate life assurance to cover potential inheritance tax liabilities

We also have expertise in dealing with trusts; a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management.

Simplifying Estate Management Since 1862

Since 1862, Levicks have been helping businesses to prosper and grow. With offices in Broadstairs, Canterbury and Maidstone we support clients not only in South-east England and London, but also further afield from Cornwall to Scotland, across Europe and the wider world.

Our aim is to provide a high level of service to a small number of clients. This will ensure our clients receive our full attention. We are also able to answer their questions quickly and comprehensively.