Lucas Alexander - Estate Planning


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Estate Planning

Her Majesty's Revenue and Customs (HMRC) expect to raise £4 Billion this tax year from Inheritance Tax (IHT) alone. How much of this will you contribute?

This was once the tax of the landed gentry but as house prices have exploded over the last decade, more and more will find themselves falling foul of it.

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On death, if your estate (property, life insurance, investments, cars etc.) is valued at more than £300,000 it will have to pay 40% on the excess.

In most cases an estate will pass from husband to wife (and vice versa) on death. On the death of the remaining partner the estate passes to family. It is here that the IHT bill is levied. This is the most common approach but also the costliest.

We offer a wide range of Will writing solutions to meet your individual needs. These include:

Single Wills
Mirror Wills
Inheritance Tax Wills
Protective Property Trust Wills (preventing the enforced sale your property to fund care home fees and expenses)
Enduring Power of Attorneys

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