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.