WHO WE ARE

At Apex Estate Planners, we provide expert professional advice and guidance to our clients and help them to protect their property, possessions, savings and businesses for their family.

Our Best Services

You have worked hard for what you have. Now let us help you to keep it. Our team of experienced Will Writing and Estate Planning experts are here to make every part of the process easy to understand and hassle-free.

Last wills & Testaments

Your will lets you decide what happens to your money, property and possessions after your death. If you don’t leave a Will, the law decides how your estate is passed on – and this may not be in line with your wishes

Inheritance Tax Planning

When you die, the government assesses how much your estate(i.e: the property, money and possessions) is worth. But the biggest thing that usually pushes people over the limit is a house or any other property you may own. Inheritance tax may also have to be paid on gifts made or transferred to trusts within the last seven years prior to your death

Self-Assessment for up to the date death, Trust and Estates

Trusts:

Trusts are required to submit a self-assessment tax return after the end of each tax year to HM Revenue & Customs . This is the responsibility of the trustees.

Penalties are payable if the return is submitted late, irrespective of whether there is any tax payable or not.

A trustee must report the trust’s income and gains in a trust and estate self-assessment tax return.

Estates:

The death of an individual will not relieve any tax obligations, such as the requirement to file tax returns and pay the tax due on behalf of the deceased. The tax liabilities can be split into two parts.

Will Trusts

A Trust established in your Will which will come into effect upon your death. You might specify what the trust provides each beneficiary, or let the trustees have discretion over how and when they distribute funds.

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets you (the ‘donor’) appoint one or more people (known as ‘attorneys’) to help you make decisions or to make decisions on your behalf should you lose the ability to make decisions for yourself.

Estate and Trust Accounts

Trust accounts are required to monitor the performance and application of the trust fund, and trustees have a duty to account to the beneficiaries for their financial administration of the trust fund. We can help you prepare and file fully compliant accounts as necessary.

Probate & Estate Administration

If you are named in someone’s will as an executor, you may have to apply for probate to deal with the estate which is complicated legal, tax and financial processes.

Estate administration is the process of dealing with persons legal and tax affairs of the deceased’s estate. Estate administration is required after every death and it’s complicated and time-consuming.

Trust Registration

Under 4th Anti -Money Laundering Directive all UK express trusts liable to pay UK tax were required to register. New rules came into force under 5th Anti -Money Laundering Directive which came into force on 6 October 2020 that require all UK trusts, apart from a few exceptions and some non-UK trusts in existence on or after 6 October 2020, must register with HMRC by 1 September 2022, including trusts that have closed since that date.

With a TEP, you’re in safe hands.

Whether you are embarking on a new stage of your life, have just lost a loved one or you want to plan ahead to ensure your family are provided for, you need advice you can trust

Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. Many aspects of planning are non-regulated, meaning anyone can write a will, for example, regardless of training or expertise. With a TEP, you’re in safe hands.

With a TEP, you’re in safe hands.

Whether you are embarking on a new stage of your life, have just lost a loved one or you want to plan ahead to ensure your family are provided for, you need advice you can trust

The protection of your family's future

We at Apex Estate Planners provide expert professional advice and guidance to our clients and help them to protect their property, possessions, savings and businesses for their family. Our assistance includes legal and financial affairs of the death estate in a most distressing time. Our estate planning solutions are cost-effective and personalised to suit our client’s circumstances and needs and thereby we give them the peace of mind they deserve.

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What our clients say about working with us

I Received excellent Service provided by Hasan who took extreme care of my Wills & Trust Work. I Will like to say a huge thank you to Hasan!

Amer Shah

What our clients say about working with us

I Received excellent Service provided by Hasan who took extreme care of my Wills & Trust Work. I Will like to say a huge thank you to Hasan!

Mr. Hasan Ghaffoor is an excellent communicator explained every aspect of the last will as well as the lasting power of attorney which is very useful to us. He always follow up with subject until make sure we thoroughly understood. I highly commend the services.

Hasan provided excellent advice and was very thorough in his explanations. He was excellent at following-up and ensuring that all our concerns/questions were answered before the Wills were finalised. I would recommend him highly.

Excellent professional service.

Excellent advice and Hasan had in-depth knowledge of the subjects.

Very professional and easy to work with. Highly recommended company.

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Our background as Chartered Management Accountants also provides us the experience and judgment necessary to provide advice on matters of taxation and accounting matters under various business structures.

WHO WE ARE

Our Best Services

Last wills & Testaments

Inheritance Tax Planning

Self-Assessment for up to the date death, Trust and Estates

Will Trusts

Lasting Power of Attorney

Estate and Trust Accounts

Probate & Estate Administration

Trust Registration

With a TEP, you’re in safe hands.

With a TEP, you’re in safe hands.

The protection of your family's future

What our clients say about working with us

What our clients say about working with us

Sign up in minutes, quick and easy.

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