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Estate Planning

Why is a Will Important for Estate Planning in the UK?

A will answers one of the most important questions in estate planning: what happens to everything you’ve built—your assets, responsibilities, and personal wishes—when you’re no longer here to make those decisions yourself.

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Business Property Relief and Inheritance Tax Planning

Introduced to protect businesses from the disruption of inheritance tax, BPR ensures that family-owned enterprises and certain business investments can be transferred to heirs without triggering excessive tax liabilities.

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Estate Planning as a Part of Wealth Management

Estate planning is often misunderstood as a process solely for drafting wills or distributing assets after death. However, it plays a far more significant role within the framework of wealth management, serving as a tool to safeguard assets, optimise financial structures, and ensure wealth is transferred efficiently across generations.

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Life Insurance as a Tool in Wealth Management Planning

When structured correctly, life insurance provides tax efficiency, liquidity, and long-term financial security, making it a crucial component of a well-rounded financial and wealth management strategy.

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Inheritance Tax Thresholds and Planning for Your Legacy

Inheritance tax is a tax levied on the estate of a person who has passed away. It applies to the total value of their assets, including property, savings, investments, and personal belongings. The standard rate of inheritance tax is 40%, and it is applied to the portion of the estate that exceeds the inheritance tax threshold.

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Inheritance Tax for Married Couples - What You Need to Know

For married couples, the rules surrounding inheritance tax in the UK include several allowances and exemptions that can make a significant difference. However, to fully benefit from these provisions, careful planning and attention to detail are essential.

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Boosting Pension Contributions with the Carry Forward Allowance

Not only does carry forward enable you to boost your contributions, but it also allows you to benefit from tax relief on those contributions—something that can make a substantial difference for higher earners.

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Individual Pension Plans for Tax-Efficient Wealth Transfer

Individual pension plans are personal pension schemes set up by individuals, separate from employer-sponsored pensions. In the UK, individual pension plans are critical for those looking to manage their wealth independently and ensure a smooth transfer of assets to their beneficiaries.

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Financial Planning for Your Child’s Future

Early investments provide a significant head start, leveraging the power of compound interest over the years. This financial support can cover future educational expenses, help them buy their first home, or establish a solid foundation for their own financial independence.

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IHT-Friendly Investments for Inheritance Tax Planning

Navigating the complexities of Inheritance Tax (IHT) planning in the UK can be daunting, yet understanding how to strategically use investments and pensions for this purpose is crucial for anyone looking to manage their estate effectively.

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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.

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