Some estates could have a substantial tax bill if steps have
not been taken to plan for the future.
“In this world nothing can be said to be certain, except death and taxes” – but that doesn’t mean you can’t plan for the second and take steps to mitigate the position.
Inheritance Tax is currently charged at 40%; which means some estates could have a substantial tax bill if steps have not been taken to plan for the future.
Such planning includes:
We review all of the above with you when preparing a Will, or if further steps need to be taken, we can also assist with a stand-alone estate planning review. Regardless, we are aware of the sensitive nature of these discussions and work with you – and how much information you want to provide – to achieve the best results for you and the loved ones you leave behind.
Death Of A Loved One