October 2021

Estate Planning – Guide

Getting your affairs in order is a crucial part of your financial plan. If you wish to leave your money and valuables to the special people in your life and prevent an Inheritance Tax bill, planning is essential.

The following guide contains information based on our current understanding of taxation law and practice in the UK, which may change. The amount of tax you pay and relief you receive depends on your own personal circumstances, which may also change in the future.

Estate planning is a complex subject and this guide just scratches the surface. We recommend speaking to an Integrity365 Independent Financial Adviser to learn about your particular options and what is best for you and your family. Get in touch to discuss your financial planning needs today on 0117 450 1300.

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