Estate planning advice from Plutus
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Deciding how to pass on your assets is only one element of estate planning. Just as important is knowing how you want to live your life now and having enough money to do so comfortably. Making estate plans early means you know how much money you will need both now and in the future. No matter how you want to distribute your wealth, you want to be sure your beneficiaries can benefit in the way you want them to.
A financial adviser can help you evaluate how investments you make today will enable you to pass on your money in accordance with your wishes in the future. Crucially, they can also work to reduce your Inheritance Tax bill. It can also help with ensuring your beneficiaries can bridge the gap between paying their Inheritance Tax bill and accessing their inheritance. Considering your finances as a whole, including present and future plans, will help you leave a lasting legacy for your loved ones without financial burdens.