What goes hand in hand with your financial advice that your client will be indebted to you for arranging for them? Estate Planning! – Your
This depends how the ownership of the property is structured at the Land registry. Married couples normally own property as “beneficial joint tenants“, meaning the
It is relatively easy to make a Will – and it will ensure your family is saved from unnecessary anxiety at an already distressful time.
This is a common way of gradually reducing your IHT liability. You don’t immediately incur Inheritance Tax when you make certain gifts while you’re alive.