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Tailored Wills & Trust Solutions for Your Needs

Date when Video was Published: 13/09/2024

Script for the above Video

Having a flexible will and tailored trust solutions is essential for effective inheritance tax planning. While simplicity in will drafting is often desirable, it can overlook opportunities for inheritance tax mitigation and the ability to adapt to changing circumstances. Flexible wills, complemented by a letter of wishes, allow executors to adjust strategies posthumously in response to new tax laws or personal situations. Trust options, like Discretionary Trusts and Immediate Post-Death Interest (IPDI) Trusts, can optimise your use of reliefs and provide flexibility in distributing assets. These trusts can claim spouse exemptions while allowing for post-death planning, potentially reducing inheritance tax if the surviving spouse lives for another seven years. Let Duncan Lewis Solicitors guide you in creating a will that adapts to changing circumstances and secures your legacy. Please visit our website or call us directly on 033 3772 0409

Disclaimer

This video content was created on 13/09/2024 to provide an overview of the legal position and the information was correct at the time this video was created. This video has been produced for purposes of generic information and marketing purposes only. While the information on this site is about legal issues, it is not intended as legal advice or as a substitute for the particularised advice of your own legal advisor. Please consult one of our lawyers to provide you with advice and assistance on any matters touched on this video. Viewing of this video does not create legally binding advice and does not create a retainer with Duncan Lewis Solicitors. This video is Copyrighted at Duncan Lewis Solicitors 2024. Any illegal reproduction of this content is prohibited and will result in immediate legal action.

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