We are all living longer, as a society, and in most cases the longer life, long term appreciation of assets such as houses and better pension provision means that increasing numbers of us are passing on greater sums on our death.
Planning to pass this wealth on to family, friends and charities is very important and needs professional help to achieve this effectively. It is often said that Inheritance Tax is a "voluntary tax" because far too many people make no plans to mitigate the liability. This lack of planning, often using very simple things such as a well drafted Will, is what makes the payment of IHT a voluntary tax payment; most people don't have to pay it but lack of planning forces them to.
Within this section of our web site you will be able to learn about the many different way in which you can protect the value of your estate, plan for long term care needs and ensure that you can efficiently and easily support charities after you have gone.
AssureWills - Ethical Investors is pleased to be working closely with this firm to offer our clients an efficient, professional and ethically based service in the preparation of Wills, updating of existing Wills and the preparation of Lasting Powers of Attorney. (www.assurewills.co.uk)
Ethical Giving - this is Ethical Investors' charitable foundation, dedicated to provide an efficient and cost effective way for our clients to make their charitable donations. If you make gifts regularly, or want to name a number of charitable beneficiaries in your Will, then please consider using Ethical Giving as your 'one stop shop for ethical donations'. (www.ethical-giving.org)