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Estate planning

19 May 2016


A guide to making sure that your estate goes to the right people when you die.

Effective estate planning ensures that your property and/or possessions go to the people you choose when you die.

It can be financially beneficial to the recipients of your estate as it can reduce the amount of tax paid to HMRC on your estate.

An individual's estate is defined as the things that belong to them or that they own a share in.  This can include property, investments, pension payments, insurance, cars, jewellery and furniture.

If you own any assets or property jointly then your share of the asset will be included in your estate.

If you have given any of your property away or you have benefited from a gift during the previous 7 years these assets will also be considered as a part of your estate.

The article also includes information on:

  • Writing a will
  • Valuing your estate
  • Inheritance tax
  • Trusts
  • Gifts

To view this article in full, please click here download the attached document.

If you require more information on the above, please do not hesitate to contact one of our business consultants on 01772 741200.

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