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Tel: 01270 765888 / 01349 880159 |
At Bruce Marshall & Co we can help people in the Sandbach area 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 are in the Sandbach area and would like advice on inheritance tax planning and estate planning, please contact Bruce Marshall & Co today. We will be delighted to assist you.
Savers and investors must stay calm and refuse to be rushed into financial decisions during the coronavirus (COVID-19) pandemic, according to regulators.
08 Apr 2020
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