Below you will find links to various fact sheets that help to explain some of things that you should consider when writing a Will or disposing of your business interests.
Please Note: These fact sheets are for general guidance only. The information may come from multiple sources and is based on our understanding of current taxation, legislation and HM Revenue & Customs practice as at the date stated, all of which are liable to change without notice. Estate and tax planning is a complicated subject and no two clients circumstances are the same; the impact on your situation will depend upon your individual circumstances and you should always seek advice before taking action. Please contact Planned Succession if you have any questions.
Basic Estate Planning
|Probate||Deeds of Variation|
|Coping with Death|
Inheritance Tax (IHT) and Trusts
Get the most recent version of the Planned Succession Guide to owning Investment Property here
Business Succession Planning