Do you want your family or estate beneficiaries to get more of your money when you die and ensure that your money goes to those you would want to have it?

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For those unmarried people with assets up to £325,000 and for married couples with up to £625,000, an up-to-date Will is often sufficient.

 

For those close to or over these limits then planning is definitely a consideration.

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It's worth remembering that the rate on taxable assets over the Inheritance Threshold is 40%.

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The additional inheritance tax property relief is conditional.

 

There are a number of methods that can be utilised to ensure that your successors benefit from your estate when you have passed away.

 

If you would like to have a discussion about succession planning or check your current arrangements are up to date, do get in touch.