Estate Planning

There is nothing more certain than death and taxes. How you structure your estate today will determine how you and your family benefit rather than the Chancellor of the Exchequer or if you die Intestate with no relatives The Crown, Duchy of Lancaster or the Duke of Cornwall as ‘bona vacantia’

What a wonderful thought. All your hard earned money at least once twice or three times taxed already could fall to The Chancellor of the Exchequer for another 40% or if you die intestate  with no relatives 100% to The Crown.

Some planning today could help you make sure you are in control of where your money ends up!

• The difference between Estate Planning and Inheritance Tax Planning
• Reasons why Estate Planning should be taken seriously
• The principal exemptions and reliefs from Inheritance Tax
• How to reduce the tax payable
• How to have your cake and eat it
• How and why you should set up Wills and Lasting Powers of Attorney
• How your family could benefit from non-binding letters of wishes

PPA can help you with estate planningas part of our comprehensive Financial Planning or as ‘one off ‘ advice.