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Tel: 0151 348 8400| Fax: 0151 348 8401 | Email: Mail@moco.co.uk

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Inheritance Tax Advice for Opticians

Inheritance Tax is probably the last tax to be borne but it is largely avoidable by careful Inheritance Tax planning. We will be pleased to discuss with you an individually tailored plan which will take account of all the changes in family circumstances (including births and deaths) as well as your current potential exposure to tax and our assessment of possible budget changes.

You will need to make certain that your family and business are well provided for. Planning can include making the best use of Inheritance Tax exemptions including the £3,000 annual exemption, normal expenditure gifts out of after taxed income, marriage gifts and planning to equalise estates on death.

Obviously making a Will is one of the most important things you can do in your lifetime and we can provide advice which may include "a nil rate trust" in your Will to allow your Executors the freedom to direct part of your estate to people other than your spouse, but at the same time include your spouse in a list of potential beneficiaries to ensure that he/she can benefit from the trust if the need arises.

Morris & Co have a dedicated team specialising in VAT and ophthalmic accounts and are able to provide advice and guidance on all aspects of financial accounting, taxation including partial exemption & business matters.

For a FREE no obligation chat about your circumstances Contact Desirie Lea on 0151 348 8400 or email specs@moco.co.uk

Testimonials

  • "Over a number of years Morris & Co have provided me with sound financial and business advice. Their in depth knowledge of my particular sector has proved invaluable and they explain my accounts in a way that is easy to understand. All my questions are answered promptly and efficiently and I really appreciate their level of expertise."
    David Evans, R T Booth & Co Ltd
  • "When appointing an accountant it was very important to me to select someone who was not only knowledgeable but friendly and approachable. I have always received proactive, professional advice and I know that the specialist advice I require to run my business is only ever a phone call away. A VAT full cost and apportionment calculation was recently undertaken for my company. As a result of this, my percentages have reduced, thereby saving me additional money."
    Ian McGarvey, Ian McGarvey Opticians Ltd
  • "Having had dealings with Desirie Lea of Morris and Co from the very inception of my company, I have always been impressed with how approachable everyone has been, from the partners to the receptionists. I had spoken to several accountants before instructing Desirie to take charge of my accounts, and from the first phonecall, Desirie impressed me with her forthright manner and her perceptive analysis of various scenarios I put to her. She is always on the ball and is a pleasure to deal with."
    Lloyd Griffiths, Lloyd Griffiths Limited
  • "Desirie and her team have been acting on my behalf since 2002 and I am delighted with the service they provide. As specialists in the ophthalmic sector, they are able to take away the stress of dealing with the partial exemption calculations for VAT purposes, which is a real bonus. I have regular meetings with them at my premises to discuss strategic issues and plan for the future. Management accounts are prepared on a quarterly basis for my company which includes a detailed analysis/commentary of my trading results. I would have no hesitation in recommending the services of Morris and Co to my fellow professionals."
    Anne O'Loan, Niluain Ltd

Contact Desirie Lea on:

0151 348 8400 or email specs@moco.co.uk for a FREE no-obligation discussion and for information about how we can assist you in maximising your tax relief.