Most families make provision to fund the ongoing needs of a surviving spouse or partner, and any children. This can be achieved via savings, life insurance policies, pensions, and company death in service benefits.

One issue that can arise when a survivor inherits money via a Will or Insurance Trust is that the payout automatically accrues into the survivor’s estate for Inheritance Tax (IHT) purposes when they subsequently die.

To make sure this doesnt happen to you request your copy of our Exclusive Estate Planning Brochure.

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