Inheritance and Estate planning, including care costs and Will Writing
Did you know that through a will, a married couple can effectively double their inheritance tax allowance by properly planning upon the first death?
The purpose of our Inheritance and Estate Planning Service is to preserve, protect and pass on family wealth whilst minimising the amount of tax liability. It's now a very real issue for many of our members given the increase in property prices.
Inheritance and Estate Planning are complementary to the Will Writing Service. Making a will ensures that your assets are passed to your loved ones, charities or other beneficiaries upon your death. A professionally written will can help ensure that you minimise inheritance tax and utilise all of your allowances properly. A valid will also reduces the scope for family disputes after your death.
Wills should not just be drawn up and forgotten about. We will ensure that you review your arrangements regularly throughout our relationship with you.
The Will Writing Service can help you make the right decisions about your estate and you will have access to a highly skilled consultant to advise you where there are particularly complex circumstances.
To find out more or to arrange an appointment with an adviser, telephone Dunfermline Direct on 08457 33 66 88 or contact any branch - click here to find your nearest branch.
Advice provided by Legal Services Network and Norwich Union.