Wealth management

Estate planning

Increasing numbers of people will have personal estates in excess of the inheritance tax threshold. Few of us like to think about dying, however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight - along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service that includes:

  • help with planning and reviewing a will
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between family members
  • transferring agricultural or business property
  • transferring assets into trust
  • arranging adequate life assurance to cover potential inheritance tax liabilities.

Financial advice

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

Integra Accounting Limited is not authorised under the Financial Services and Markets Act 2000 but is able in certain circumstances to offer a limited range of investment services to clients because we are members of the Association of Chartered Certified Accountants. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide. However through our dedicated financial services arm, Integra Financial Solutions Limited, we can ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • pension schemes
  • life assurance
  • critical illness cover
  • private medical insurance and care plans
  • individual savings accounts and
  • investments.

Integra Financial Solutions Limited is an appointed representative of Greyfriars Asset Management LLP which is authorised and regulated by the Financial Conduct Authority (FCA).

They are always making ourselves aware of means and ways of which we can improve things, and any queries we ever have they are always on hand with their support.

Nathan Ware, Managing Director, The Commercial Flooring Company

They really seem to understand my business and are always there when I need advice. Their friendly but professional approach makes them very easy to deal with.

Karl Jones, Managing Director, Digicon Solutions Limited

Integra have always provided a professional service at all times, excellent advice always given and in an easy to understand professional manner.

Paul Neale, Director, Central Precision Ltd

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Integra Accounting Limited is registered in England and Wales. Registration number: 5391227.

Registered office: Integra Accounting Limited, 5 Station Road, Hinckley, Leicestershire LE10 1AW