skip to navigation menu
skip to main page content
Get A Fixed Quote
 
 
 

Disclaimer

MoneyWize Accountants Limited has tried to ensure that the information on this website is accurate. However, MoneyWize Accountants Limited will not accept liability for any loss, damage or inconvenience arising as a consequence of any use of or the inability to use any information on this website. MoneyWize Accountants Limited endeavours to provide a service of the highest quality. However, we cannot guarantee that our service will be uninterrupted or error-free. We are not responsible for claims brought by third parties arising from your use of this website.

MoneyWize Accountants Limited assumes no responsibility for the contents of linked websites. The inclusion of any link should not be taken as endorsement of any kind by MoneyWize Accountants Limited, of the linked website or any association with its operators. Further, we have no control over the availability of the linked pages.

Any references to “we” and “us” means MoneyWize Accountants Limited, registered company limited by guarantee number Registered in England and Wales number: 06448994. Our registered address is Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, Milton Keynes, MK14 6GD.

If you have any questions, please phone us, 0330 320 9519 or e-mail us: info@moneywize.co.uk

Copyright

Material on this website, including text and images, is protected by copyright. It may not be copied, reproduced, republished, downloaded, posted, broadcast or transmitted in any way except for your own personal, non-commercial use. Prior written consent of the copyright holder must be obtained for any other use of material. Copyright in all materials and/or works comprising or contained within this website remains with MoneyWize Accountants Limited and other copyright owner(s) as specified. No part of this site may be distributed or copied for any commercial purpose.

Data protection

MoneyWize Accountants Limited complies with the Data Protection Act 1998 (the “Act”). For the purposes of the Act, MoneyWize Accountants Limited is the Data Controller.

MoneyWize Accountants Limited is committed to safeguarding your privacy, while providing a high quality of service. MoneyWize Accountants Limited will treat your personal information as confidential and your details will not be given or sold to anyone. We will use the information collected online to help us understand more about how our site is used by visitors, and to develop and enhance our services to you.

Your personal information

When you provide us with personal information, for example, when using our contact form, we take steps to ensure that your information is treated securely from the time we receive it. MoneyWize Accountants Limited makes every effort to ensure the security and integrity of emails on our systems. Unfortunately, no data transmission over the internet can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information after we’ve received it, MoneyWize Accountants Limited cannot ensure or guarantee the security of information when it is being transmitted.

Your rights

  • You have the right, under the General Data Protection Regulation, to know what information we hold about you and to ask to see your records. This is a Subject Access Request.
  • We will supply this information to you within one calendar month of your request.
  • We will not charge you for this
  • You are entitled to change your consent, update your details, or unsubscribe from our communications at any point. You can do this by contacting our Customer Service Staff via:

Cookies

A cookie is a small data file which is downloaded from a website to your computer to make the site easier to use. For example, it may store details that you submit to the site, such as your personal settings or your location, so you don’t have to provide the information again.

Using cookies does not allow us to identify users personally. We will only store information which you specifically give us permission to use.

Our website uses a small amount of cookies for caching certain things and analytics - to let us know how people interact with our website, and how we can improve our services to our users. The information we gather in this way is completely anonymous, and visitors to our website cannot be identified.

We use some social networks, such as Twitter, Facebook and LinkedIn. Any information used via these tools is not shown to us, and we don’t store any information from them. Please refer to each site’s own privacy policies for more information about this.

Storing information during your visit

When you visit https://moneywize.co.uk/, you may submit information which you want the site to remember during your visit. This information is only stored in a cookie during the time that you are on our site. We will only store it elsewhere when you give us permission to do so and this will be done via our secure systems.

Controlling and deleting cookies from your computer

All web browsers allow you to manage which cookies you accept, reject and delete. You will usually find these controls in the “Preferences” or “Tools” menu of your preferred browser. More information about these is available at http://wwwaboutcookies.org.

Complaints

If you have a complaint about the way we have handled your data, or related matter, you can do this by contacting our Customer Service Staff, as detailed in the “Your Rights” section above.

If you are not satisfied with our response to your complaint, you can complain to the Information Commissioner’s Office (ICO):

We regularly check this notice to keep it up-to-date. We recommend that you read this page to ensure that you are happy with any changes we might have made.

This privacy policy was updated on 14th October 2022.

skip to navigation menu
skip to main page content
Service Image

Inheritance Tax & Probate

We understand that dealing with the financial and legal aspects of estate planning, inheritance tax, and probate can be complex and overwhelming. That's why we're here to provide you with a clear and concise introduction to these issues.

Inheritance tax is a tax imposed on the transfer of assets or property from a deceased person to their heirs or beneficiaries. It is designed to generate revenue for the government and address wealth inequality. The taxable estate typically includes all the assets owned by the deceased at the time of their death, such as real estate, investments, and personal belongings. However, there are often exemptions and thresholds that determine whether an estate is subject to inheritance tax.

Understanding probate is also essential when it comes to estate planning. Probate is the legal process through which a deceased person's estate is administered and distributed to their heirs or beneficiaries. It involves validating the deceased person's will, identifying assets and debts, paying taxes and creditors, and transferring ownership of assets to the rightful recipients. The probate process can vary depending on the jurisdiction and the complexity of the estate.

Navigating inheritance tax and probate can be challenging, but proper planning and expert guidance can help ensure a smooth and efficient process. Estate planning strategies, such as making lifetime gifts, setting up trusts, and utilizing exemptions and reliefs, can help minimize the tax liability on an estate. Seeking the advice of a qualified tax professional or estate planning accountant is crucial to understanding the specific laws and regulations that apply to your situation.

At MoneyWize Accountants and Tax Advisors, we specialize in providing comprehensive estate planning services, including guidance on inheritance tax and probate. Our team of experienced professionals is here to assist you in creating a personalized plan to protect your assets, minimize tax obligations, and ensure your wishes are carried out according to your intentions.

Find out how we can assist you to support you making an informed decisions.

Book your Free Consultation