What legacy would you like to leave behind?
We all want to leave a lasting legacy that supports our loved ones. While you may take due care and attention in providing for your retirement and family, beneficiaries to your estate could be left with a sizeable inheritance tax (IHT) bill if the appropriate steps are not taken.
Thankfully, there are a number of investment and planning solutions to help reduce any IHT liability during your lifetime, including:
For more details on how we can help with estate planning in Scotland, click here.
Do I need to update my existing estate plan?
Regularly reviewing your estate plan to account for changes in legislation and personal circumstances can ensure that your last wishes are met on your death.
Some examples of when you should update your estate plan include if you:
If you're looking for estate planning advice in Dunbartonshire, Glasgow or Edinburgh, we may be able to help. For more information on what we can do, please call 0141 332 4181 complete the online contact form below.