Will Writing and Estate Planning
We will work with your family solicitors to make sure that you have a relevant, valid and up to date will.
We can also help you minimise the inheritance tax that your estate will have to pay following your death through careful estate planning during your lifetime.
At the Richards Sandy Partnership our Wills and Planning of Estates Services offers clients sensitive, professional, support in dealing with the difficult, and sometimes upsetting, task of preparing for a day in the future that they will not themselves experience.
Finding funding for a business has never been more challenging. Whilst the high street banks are willing to lend to businesses it is certainly not as easy to find a willing lender.
Through our corporate finance team, we are able to help you source the finance that you need to develop, protect or strengthen your business.
We can also help you understand what the lenders in today’s world expect from the business to be able to provide funding.
Administration of Estates
You can never adequately prepare yourself for the loss of a loved one. At a point in time when all you want to do is remember and grieve, you can often find yourself bombarded from all sides with requests for information and jobs to do. We have a team who can help you tidy up the tax affairs and personal finances of your dearly departed in a sympathetic but efficient way, so that you can deal with the more personal aspects of your loss.
We provide forensic accounting services, mainly to the legal profession, and have extensive experience in dealing with business valuations, accounting investigatory work and financial disclosures mainly in the area of family law and commercial litigation.
We also provide tax advice in the often complex area of divorce or separation.
Through our links with the BHA we are also able to access expert witness support for our forensic accounting clients.
As a practice we do not provide advice on pensions, life assurance or investments. We do however work with a panel of trusted and authorised independent financial advisers who can help you in these matters. Through working as your accountants and tax advisers we get to know you and your personal circumstances. We will often understand your personal aspirations and requirements and are therefore well placed to help you find an independent financial adviser who you can work with.
Please see below for further useful services on offer
- Business Start Up
- Bookkeeping Solutions
- Company and LLP formations
- Company structure
- Cloud accounting software
- Risk Management
- VAT registrations
- Digital and Integrated Accounts Systems
- Cloud accounting software
- Cloud payroll
- Making Tax Digital
- Receipts and Invoices – digital data capture and storage
- Family Business Strategic Planning
- Budget preparation
- Business valuations
- Succession planning
- Tax planning for the business and the family