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Estate planning, Lancashire

Wealth Management

Estate Planning

Forward planning is essential to ensure that as much of your wealth as possible goes to the people you want it to, rather than to the taxman.

The earlier you make your arrangements, the greater your chance of taking full advantage of tax opportunities available, so that your beneficiaries receive the maximum benefit. 

Through our estate planning and inheritance tax services, we can work with you to identify tax-efficient opportunities, including:

  • the transfer of assets into trusts
  • transferring business assets
  • help with reviewing and drawing up wills
  • planning in relation to the family home
  • lifetime gift

When planning your estate, you also need to be sure that you make provision for yourself and your partner to enjoy a comfortable lifestyle in your later years and for care in the future, should your health deteriorate.

Ashworth Moulds
Speak to us today.
Our knowledge and experience across all sectors helps many local businesses and individuals, whether starting up in business or planning for retirement.
Get in Touch
Ashworth Moulds Chartered Accountants
11 Nicholas Street, Burnley BB11 2AL
Tel: +44 01 282 432 171
Fax: +44 01 282 412 510
Email: accountants@ashworthmoulds.co.uk