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Tax Planning


Maximising Your Tax Allowances

If you want to be sure your assets go to the people you want to receive them after your death, as part of your holistic financial planning, it is essential to write a Will and keep it up to date. If you die without having a Will you will be deemed to have died 'intestate' and everything will be distributed in a way that you - and your family have less control over.

Apart from this, writing Wills and Trusts can help you reduce the burden of Inheritance Tax enormously.

Individuals each have their own Capital Gains Tax allowance which allows them to make investment gains every year up to the allowance each year without paying any tax on the gain. Very few people take advantage of this and it can be particularly useful for married couples who can each use their own allowance annually.

The Financial Conduct Authority does not regulate tax and trust advice and will writing. All statements concerning the tax treatment of products and their benefits are based on our understanding of current tax law and HM Revenue and Customs' practice. Levels and bases of tax relief are subject to change.

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