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Posted on: 15 Jan, 20

Welcome to our Guide to Estate Preservation. Effective estate planning aims to ensure that the wealth you have accumulated during your lifetime is distributed to the right people, at the right time and as tax-efficiently as possible.

Preserving and enhancing your wealth is one of our core objectives. You’re likely to want to pass as much of your wealth to your loved ones as possible. And you’ll want to provide for your dependents, especially your spouse and children. We’re here for all of life’s milestones to help you prepare for the future. We are able to help you navigate the complexities of estate planning, Inheritance Tax and setting up trusts, for seamless family transitions.

Inheritance Tax is no longer confined to the super-rich. If, like many people in the UK, your assets exceed £325,000, being subjected to a 40% tax bill upon inheritance can exacerbate an already stressful time for your loved ones. But with careful tax planning, we can help you preserve more of your estate legacy, without compromising your financial security. The average bill for an estate paying Inheritance Tax is over £170,000[1].

By helping you with Inheritance Tax mitigation, or working with your solicitor on appropriate Will and Trust structures, we can help you pass on your wealth tax-efficiently. For added reassurance, we can also help with a range of protection solutions, including life assurance to protect your family...

Download the PDF to see the full document.

Source data: [1] Prudential 2019

This guide is for your general information and use only and is not intended to address your particular requirements. It should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts.

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