Inheritance & Wealth Accounting Services

Financial responsibility is the last thing anyone wants to think about following the passing of a loved one. However, without proper planning, family and friends could be left with additional stress and heavy financial strain.

At Keith Willis Associates, we can provide a comprehensive range of inheritance and estate accounting services to ensure your assets and finances are protected in the event of your death. For complete peace of mind, we discuss your requirements in great depth with you, in order to provide the following:

  • Estate planning
  • Trusts and executorships
  • Retirement strategies

We also provide thorough inheritance tax planning to ensure that you can pass on the maximum value of your estate to your loved ones. If your total estate value is over the £325,000 inheritance tax threshold, then professional inheritance tax advice is essential. We can help to minimise taxation and provide full planning and estate arrangement to protect your finances and assets in the future.

To find out more about our inheritance and wealth accounting services, contact our friendly team today. We are based in Nottingham, and we’re always happy to help.

Get in touch today on 0115 798 0740