Finch Tax

19/01/2024

The start of a new year often makes us review our current financial situation and what we want our finances to look like in the future.

If you want to discuss tax-efficient ways of managing your money and your assets for you or your family's future, we can help.

We have extensive knowledge and expertise in helping people to set in place practical steps to manage their wealth.

Contact us today to find out more:

www.finchtax.com
Tel: 0116 216 7681
Email [email protected]

18/12/2023

Merry Christmas to all our friends, clients and business associates. We hope you have a relaxing time over the festive period and wish you all the best for a happy and healthy New Year.

Finch Tax will be closed from Friday 22 December, opening again on Tuesday 2 January 2024.

Have a great time everyone!

www.finchtax.com

27/11/2023

Appointing someone who is both qualified and experienced to look after your financial affairs is essential.

When you work with Finch Tax, you will have peace of mind that your estate and tax matters are handled professionally and correctly. Plus, the founder of Finch Tax, Rhoda Cooper, is a qualified accountant, Chartered Tax Adviser, licensed probate practitioner and a full member of the Society of Trust and Estate Practitioners.

And with nearly 25 years of experience, you really are in safe hands with Rhoda and her team.

If you are looking to reduce your tax liabilities, create or administer a trust, write a Will or reduce future inheritance tax bills you can contact Rhoda on 0116 216 7681 or email [email protected]

09/11/2023

As Trust and Estate practitioners, we have a wealth of knowledge and experience helping our trustee clients.

In this case study, we outline how we were able to help the trustees to wind up a family trust.

Read: https://bit.ly/47c2l1q

18/10/2023

Tax planning shouldn't just focus on one aspect of your life. It should consider your whole estate and provide a practical approach to reducing taxes and implementing activities that will help you and your family in the future.

Our Estate Planning service does just that and can give you peace of mind that your affairs are being managed effectively. To find out more and book a free consultation, please visit: https://www.finchtax.com/estate-planning

22/09/2023

When it comes to writing or updating your will, or considering setting up a trust, it is important that you get the right advice that reflects your needs. Sadly, not all advisers are like Finch Tax. In this blog, 'How to avoid unscrupulous wills and trusts advisers', we identify points you need to be aware of when choosing an adviser.

//www.finchtax.com/post/how-to-avoid-unscrupulous-wills-and-trusts-advisers

A recent survey by the Society of Trust and Estate Practitioners (STEP) highlighted the importance of using qualified, experienced professionals to write wills and set up trusts. STEP's members, primarily solicitors, accountants and financial advisers, were asked for feedback on their concerns about...

30/08/2023

When was the last time you reviewed your Will? It's important that you periodically go through this exercise to ensure that it is up to date regarding your assets and beneficiaries, but also so it takes into account life-changing events such as getting married or divorced, having children, or selling your business.

We are experienced in reviewing Wills and making recommendations on how to pass on your wealth in the most tax efficient manner.

To find out more, contact us to arrange a free consultation at [email protected] or call 0116 216 7681.

04/08/2023

Trusts can be a great way of passing on your wealth to the next generation, but they can seem complicated if you don't have any experience. We will discuss the different types of trusts, how they work and the possible tax benefits of creating them. Find out more: https://www.finchtax.com/trusts

11/07/2023

In this client case study, we explain how we helped one family with the probate and estate administration of their mother's estate, which also involved dealing with some outstanding tax issues.

Dealing with the tax and financial affairs of a deceased loved one is never easy, but we are here to help.

Please get in touch for a free initial consultation to discuss your situation and how we may be able to help.

Read the case study here: https://bit.ly/44BChee

16/06/2023

Is your estate likely to worth over £325,000? By 'estate' we mean your home, other property, assets, investments, and so on. If it will be over this limit, there will be an inheritance tax (IHT) to pay when you die. We can identify ways to help you reduce any future IHT liabilities.

Find out more on our website at: https://bit.ly/3SoBibZ or contact us at [email protected] for a free IHT consultation.