Estate planning

Passing on wealth to the people that matter

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Estate planning involves passing on wealth to the people that matter in the most effective way. People start estate planning for many different reasons – some want to reduce an Inheritance Tax bill, others want to see the next generations enjoying their money. In this guide we look at the different options for estate planning, from simply spending your money to making gifts in complex trusts.

What's in the guide?

  • What are the different options for estate planning?
  • Using your Inheritance Tax allowances
  • Working out how much you can afford to spend or gift to others