Leaving a legacy
Inheritance tax planning*
*Estate planning is not regulated by the FSA
You may have spent a lifetime concerned about the local cats’ home or want to pay for your grandchildren’s school fees. One way to continue using your money effectively after your death is to leave a legacy in your will which raises the following questions…
- What is the most tax efficient way of leaving a legacy?
- How do you compare different charities in order to select the most suitable one?
- How can trust funds help you control the way your assets are distributed after you die?
More and more people are minimising inheritance tax by leaving a legacy to their favourite charity in their will or setting up a trust fund to be used by their descendants. Legacies can be excellent vehicles for tax-efficient charitable giving but it is essential to take advice in order to maximise their impact on your beneficiaries.
Please use our free guides and tools for further information. To speak to one of our independent financial advisors please contact us or call 01225 44 88 32. 
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