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At DMC Partnership we can help with inheritance tax planning and estate planning. Here are some useful pointers...
It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.
Estate planning begins with the following decisions:
A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.
Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.
SEEK OUR ADVICE FOR EVERY 'NO' ANSWER
If you would like advice on inheritance tax planning and estate planning, please contact DMC Partnership today. We will be delighted to assist you.
If you wish to schedule an initial consultation then please request a call back using our helpful form below, and we will be in touch as soon as possible.
08 Dec 2023
The ongoing cost-of-living crisis has driven individuals to use cash more frequently, research carried out by the British Retail Consortium (BRC) has suggested.