Call 020 7794 5757 - Email info@numerallp.com

Estate Planning

We can help you to make the most of the tax opportunities that may be available to you, thereby maximising the amount that is passed on to family members and beneficiaries.

It is vital to make advance arrangements to account for the future of your estate upon your death. Numera can help you to make the most of the tax opportunities that may be available to you, thereby maximising the amount that is passed on to family members and beneficiaries.

Our estate planning service will help you to create a Will; make full use of lower tax rates and any exemptions on lifetime transfers; optimise these between spouses; and transfer agricultural or business property.

We can also help you to transfer assets into trust and arrange appropriate life assurance in order to account for inheritance tax liabilities.

Please get in touch for more information.

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Company details

020 7794 5757

Numera, 4th Floor Charles House, 108-110 Finchley Road, London NW3 5JJ

Numera is a trading name of Numera Partners LLP | Company Registration No. OC365787 | Place of Registration: England & Wales | Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

About us

Numera is a newly established forward-thinking firm of chartered accountants, with over 25 years in experience of audit, accountancy, taxation and business advisory services.

We work with clients in a large variety of industries and sectors; from sole traders to multi-million pound turnover organisations. We aim to create and maintain a close relationship with our clients. By being so involved, we are able to identify opportunities for our clients as well as possible risks that our clients may be faced with.

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