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R. E. Jones and the ElderlyTax Planning At R. E. Jones & Co we are fully aware of the need for not only good tax advice for those approaching retirement but also to those who want to plan their finances for their third and fourth ages. In recent years the Chancellor has raised the Inheritance Tax limit to £285,000, stating that the majority of people will not be caught by this tax, but with the ever increasing property prices, more and more people in the South are way above this level, and as such require reliable and effective advice. Effective tax planning can result in the dramatic reduction of tax payable on a capital estate. Please contact us to discuss your individual position. Form Filling The Government has announced great tax changes for the elderly, which will result in long overdue financial ease for thousands of pensioners. The problem with many of these forms, however, is that they are long and complicated and many people are not claiming these benefits as a result of this. Let us deal with these forms for you and cut out the stress and make sure you get your rightful entitlements. Meetings We appreciate that as people get older they may have some difficulty with access and stairs. If this is the case, please contact us in advance of our meeting and we will arrange for a ground floor room to be made available. We are also more than happy to visit you at home if your circumstances require it. Letters At your request we will happily provide any letters that we send to you in a larger print format.
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