Inheritance Tax Planning Advisors Northampton

When it comes to making arrangements for the future of your estate, early planning is key. By working with a tax accountant and putting measures in place now, you can take full advantage of the available tax opportunities and make sure that more of your wealth passes on to your chosen beneficiaries.

Our estate and inheritance tax planning services include:

Help with reviewing your Will

As a general guide, you should review your Will every 5 years, even if you don’t think your circumstances have changed significantly. It is important to do so because it gives you the opportunity to check your Will is still accurate and reflects how you want your estate to be distributed after you die. We can help you with reviewing your Will, please get in touch with our team today.

Making full use of exemptions and lower tax rates on lifetime transfers

Our estate and inheritance tax planning advisors can guide you through the process of making full use of exemptions and lower tax rates on lifetime transfers. A chargeable lifetime transfer (CLT) arises when an individual makes a gift into a relevant property trust.

Alongside this service, we also provide advice and guidance on optimising lifetime transfers between spouses. For more information, get in touch with our team today.

Transferring agricultural or business property

If you’re wondering whether or not you should transfer agricultural or property into a business to lower your tax rate, our team of tax advisors can provide the latest guidance on this and the most sensible option for your business.

Transferring assets into trust

If you’re thinking of transferring assets into a trust, it means that you don’t own them anymore, the trust does. These transferred assets could also mean that they do not count towards your inheritance tax when you die. Our tax advisors can provide further guidance and support if you’re considering this option of transferring assets into a trust.

Advising on Lasting Powers of Attorney, personal and business

A Lasting Power of Attorney (LPA) is a legal document that lets you appoint one or more people as an attorney. The nominated persons can help make decisions on your behalf. There are two types of LPA: 1) health and welfare, and 2) property and financial affairs. If you need advice on LPAs, whether it’s personal or business related, our tax advisors can help, offering useful advice and valuable insight.

What our clients say about us

Gina Wood
Dipesh Radia has always been most professional and friendly in his emails and telephone conversations. He is very knowledgeable in all areas of tax affairs. Overall the service received has been of a very satisfactory level. Communication is excellent which is key to maintaining a good relationship with clients
Mark Ellis
Elsby & Co look after all my Tax and accounting needs, both personal and Business, and I am completely happy with the service they provide. In all of my dealings, whether by phone or e mail, I have always found all staff to be extremely pleasant....Polite, capable ,professional and easy to talk to. If I have had any questions or queries, they have always answered them straight away, fully and to my complete satisfaction. Responses to my mails or calls has been virtually immediate. I have every faith in them to always look after my best interests and therefore I would happily recommend Dipesh and the whole Elsby and Co team to my family and friends.
Zane Oliver
I had the pleasure of working with James from Elsby & Co as my accountant, and I cannot recommend him enough. James is an expert in his field, and he provided me with fantastic accounting services that went above and beyond my expectations. James took the time to understand my business and my financial needs, and he provided me with tailored advice and solutions that helped me to improve my bottom line. He is knowledgeable, efficient, and detail-oriented, ensuring that all of my financial records were accurate and up-to-date. In addition to his technical abilities, James is also a pleasure to work with. He is friendly, approachable, and always available to answer any questions I had. He made the often-daunting process of managing my finances a breeze, and I always felt confident that my financial affairs were in good hands. Overall, I cannot recommend James and Elsby & Co enough. If you are looking for an accountant who can provide you with top-notch services and help you to achieve your financial goals, look no further. James is the best in the business, and I guarantee that you will not be disappointed!
Colin Halford
Formerly Trevor Newell Accountants, i was a little apprehensive when i learnt a new accountants would be doing my accounts. Dipesh is now my accountant & after a little misunderstanding on my part probably i am happy with how things work & that he is doing a good job on my behalf & explains things well.
Emma Fletcher
Elsby & Co recently performed an external audit for us for a grant fund claim. The process was simple and efficient and the team were very helpful.
Ben Verinder
Professional. Prompt to respond to queries. Good team and really really useful advice.
Very professional, knowledgable and friendly team, everyone goes above and beyond ! I couldn’t recommend Elsby & Co highly enough !!!
Sam Etemadi
The level of advise, care and professionalism is next to none. Our company, Dr S Etemadi Dental Practice Ltd, has been a client for many years and intends to stay for many more years to come. Highly recommended.
Sam Etemadi
A very big Thank You to Leona, James, Natalie, Sarah, Sarah, Charlotte, Rebecca and everyone else in this firm who are always there to lend a hand when you need advice and help. One of the best!
Nic Brough
Personal tax has become complex for me, and Elsby were able to review my position and do a professional job of filing the return for me, incidentally helping me save some money as well as giving me two days back. Very helpful and friendly, as well as clear and fast.

We focus on giving you the right advice to help your company grow