Wills Inheritance Tax
Providing a safe, comfortable future for loved ones is more important than ever before, as people live longer and expect more from life. Talking to us can save you and your successors time and money. Having made a will, it is wise to ensure that it is kept up to date. We offer to keep clients' wills in our strongroom without charge and supply copies which clients should take out and look at every 3 to 5 years. Family circumstances may change and small revisions can be catered for by codicil.

Unless you are leaving your estate to your spouse or civil partner or a charity, your estate will suffer tax at 40% over the inheritance tax threshold. This threshold bears no relation to increases in property values, which generally form the bulk of each person's estate. Our Executives are required to attend training courses each year to update their knowledge, which could be available to you as to ways in which your exposure to pay this tax can be reduced. There are also ways of utilising deeds of variations after a death to minimise the amount of inheritance tax that your family need to pay.
Next >>