Blog

Does the thought of accidentally disinheriting your children concern you?

Wedding rings

What if you die and your spouse remarries?

 

The fact that David Cameron’s mother gave him £200,000 to avoid inheritance tax was widely reported and caused uproar.

This is only part of the problem when planning to deal with your estate. Countless people have lost everything they believed would pass to them.

Stuart Herd’s story is in the papers again. Similar to Lynda Bellingham’s sons Stuart was horrified to learn that everything his parents, and grandparents, had saved over many years ended up with the step-brother he barely knew.

Estate planning may seem simple but if it were that easy, there wouldn’t be lawyers, accountants, financial advisors and court systems

Estate planning decisions are YOURS to make. This scenario is very common but can be avoided with good planning.

I met Stuart in 2015. Listen to him tell his story.

Facebooktwittergoogle_plusredditpinterestlinkedinmail
Comments for this post are closed.

I don’t need a …

Some clients think it’s a good idea to sign over their house to their kids to avoid inheritance Tax or Care Fees. Here’s …

Why leave your …

NEW PENSION FREEDOM FUND LEGISLATION – POINTS TO CONSIDER The following information must not be considered to be either …

Sir ken dodd has last …

It is reported that Sir Ken Dodd died at home only two days after marrying his partner of 40 years, Anne Jones. Their wedding …