inheritance

A few questions for you to consider

 

  1. Have you got a Will?
  2. Does it reflect your wishes?
  3. Is your Will up to date?
  4. Are you concerned about Care Costs?
  5. Are your Beneficiaries Protected?
  6. Who will Inherit your Home?
  7. Have you received any Inheritance recently?

 

MOA COMMUNICATION & ASSISTANCE: Your estate is liable to Inheritance Tax should it be valued in excess of £325,000 in the 2011/2012 Tax Year. The excess would be taxed at a flat rate of 40% in most circumstances. So plan now for the maximum benefit to your family after your passing. We'll work with you to maximise your assets - providing responsible, professional help.

 

 

 

 

 

 

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