It may be possible to reduce the amount of tax payable on inheritance if advice is taken in advance and a will is made.
The disposition of a person's estate after death is governed primarily by the person's will or, if no valid will exists, by the laws of intestacy.
Why is making a will important?
Without a will, there are certain rules which dictate how the money, property or possessions should be allocated.
Inheritance tax can be minimised when making a will.
Unmarried partners and partners who have not registered a civil partnership cannot inherit from each other without a will.
Making arrangements for children if one or both parents die.
It is particularly relevant when minor children are involved.
Contact Trust Matters today for more information on our Will writing service.
- Financial Advisers in St Albans -
Planning tailored to suit you
✦ Confidential Financial Advice ✦
✦ Inheritance Tax Planning ✦
✦ Flexible Trusts ✦
✦ Tax Efficient Investments ✦
✦ Wills & Will Trusts ✦
✦ Probate Advice ✦
✦ Deeds of Variation✦
✦ Lasting Powers of Attorney ✦
✦ Pre-Paid Funeral Plans ✦
For further information please call 01727 737 610
or download our latest brochure