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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?


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?


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?


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?


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?


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

Protecting Inheritance Download

The Financial Conduct Authority do not regulate trusts and inheritance tax planning.