Estate planning is all about making sure that your money and other assets go to the right place when you die. A Will is an important part of that, and we can help you to arrange that, along with Lasting Powers of Attorney. But a little forward planning of finances can also make a big difference in what your beneficiaries receive and when that happens.
In the meantime, many people are reluctant to pass on too much money too soon, with concerns about paying for their care in later life. But there are approaches which can preserve some flexibility while achieving your longer term objectives.
Inheritance Tax is an issue for many, with property values often being enough to take someone over the allowance. Here, too, some forward planning can make big differences in the eventual Inheritance Tax liability, enabling you to leave more to your beneficiaries.
The Financial Conduct Authority do not regulate Will Writing, Tax Advice or Estate Planning.