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Protecting Inheritance

Discussing your current financial circumstances and long-term investment goals with a professional adviser could help your money work harder for you.

  • Do you know the current value of your estate?
  • Have you factored in the value of the family home?
  • Is it likely your estate will be subject to Inheritance Tax?

YES

Prudent financial planning could help minimise your liability.

  • Have you made adequate provision should you require residential care in retirement?
  • Do you know if you are eligible for financial assistance towards the cost of residential care?
  • Would you be willing to have care costs recovered from your estate, thereby reducing the inheritance you planned to leave to loved ones?

NO

Creating a financial safety net could help cover care costs.

  • Are you married or in a long-term relationship?
  • Are you concerned about the financial impact divorce could have on you and your partner?
  • In the event of a divorce, would you prefer to know your assets will be inherited by those you’ve chosen?

NO

Talk to a professional adviser to make sure you’re fully informed before investing.

  • Do you and/or your partner have children from a previous marriage?
  • Would you like to ensure your assets are distributed according to your wishes once you’re gone?
  • Are you willing to distribute funds to your identified beneficiaries prior to your death?

YES

A professional adviser could help put the necessary measures in place.

  • Are your children married or in a long-term relationship?
  • Would a divorce negatively impact your child’s financial situation?
  • Would you be uncomfortable with a son-in-law or daughter-inlaw benefiting from your estate?

YES

An adviser could protect your legacy and ensure it follows your bloodline.

Protecting Inheritance Download
Disclaimers:

The FCA do not regulate trusts and inheritance tax planning.

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