Tax Planning Idea

Tax Planning Idea

IHT Planning - You absolutely must have a Will!

When a person dies without leaving a valid Will, their estate must be shared out according to prescriptive rules of intestacy which can result in inheritances being passed to unintended recipients. Making a Will is important as it will ensure the deceased’s estate is distributed according to an individual’s wishes rather than the inflexible intestacy rules. It is recommended to seek professional advice when preparing a Will to ensure it is legally valid and tax effective. At Jackson Stephen we can take you through the whole process to ensure your will reflects your wishes.

As always, the key to successful tax planning is to seek advice as early as possible.

If you would like more information, or would like to discuss your tax affairs in more detail, please don't hesitate to contact our Tax Partners, Steve Crompton or Lucy Williams, on the details below:

 

Steve Crompton
Partner – Head of Tax
direct dial: 01942 292541
mobile: 07790 840394
email: steve.crompton@jsllp.co.uk
 
Lucy Williams
Tax Partner
direct dial: 01942 292543
mobile: 07807 053494
email: lucy.williams@jsllp.co.uk

 

 

 

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