Considering what happens to your assets when you die is never a comfortable situation and it can be easy to put off making such a tough decision.

You have worked hard and built up your investments and assets over the course of your lifetime. Making financial preparations and deciding how you would like your estate to be distributed can help protect your family’s future and ensure as much of your legacy is passed on to your beneficiaries as possible.

In all cases, it is important that you consider making a will. This is vital if you want to be certain that your wishes will be met after you die and ensure that assets are kept within the family. Currently, Inheritance Tax is paid if a person’s estate (their property, money and possessions) is worth more than £425,000 when they die (£850,000 for a husband and wife). However, anything above this amount is currently taxed at 40%.

There are certain financial products that can help lower or entirely remove the amount of Inheritance Tax you will have to pay. Contact us to see how we can help you.

“Harwin has a proven record of reliability, honesty and a proven record of investing clients finances to the very best order. His advice is always with deep sincerity, we have absolute confidence with his advice. We would highly recommend Harwin Bosworth Quantum Wealth Management.” Eric Dalton Harrogate

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