Does your estate planning pass the test?

At Curnow & Co we can help people in the Cambridge area with inheritance tax planning and estate planning. Here are some useful pointers...

It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.

Making a Will

Estate planning begins with the following decisions:

• Who will inherit your assets?
• When should the recipients receive them?
• What limitations will be placed on the recipients?

A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.

Where should you begin?

Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.

SEEK OUR ADVICE FOR EVERY 'NO' ANSWER

If you are in the Cambridge area and would like advice on inheritance tax planning and estate planning, please contact Curnow & Co today. We will be delighted to assist you.