Monthly Archives: March 2016

Funding a potential Inheritance Tax liability

After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if there is still the potential likelihood of a liability on your estate or if you have made gifts which have created a potential liability for the recipients if you die within seven years, we can help you review how you could fund this liability in the most efficient way. (more…)

Different trust solutions to managing your wealth

Some types of trust are treated differently for Inheritance Tax purposes. (more…)

Helping you control and protect your assets

One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important that you obtain professional advice, as the right structures can protect assets and give your family lasting benefits. (more…)

If there’s no valid will

When you die, your estate has to be distributed one way or another. If you have a will, your executors have to gain
a Grant of Probate in England & Wales or Northern Ireland (a Grant of Confirmation in Scotland). If there’s no valid will, or the named executors in the will are unwilling or unable to carry out their duties, a Grant of Letters of Administration is needed. This is known as ‘dying intestate’. (more…)

Sharing out your estate

Planning your finances in advance should help you ensure that when you die, everything you own goes where you want it to. Making a will is the first step in ensuring that your estate is shared out exactly as you want it to be. (more…)