Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a time when they won’t be here, but the reality is that unfortunately some people aren’t prepared financially.
Preserving your wealth and transferring it effectively
Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.
Over six million adults refuse to discuss their Will with loved ones
Making a Will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you tried to talk with your parents about their Will? If that conversation isn’t happening, you’re not alone.
Intuitive FS is a trading style of O’Reilly Financial Solutions Ltd an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate Wills, Trusts, Inheritance Tax Planning, Auto-Enrolment and Buy to Let Mortgages.
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