Inheritance - Do You Have Control of Your Wealth
1. Do you have a Will?
Die intestate (no will) and the state makes one
Your loved ones may not receive your total estate!
2. Long Term Care Costs?
Without preparation 100% of your estate over £21,000 could be used to cover costs.
Some analysts say 200 homes are sold daily to cover care costs!
3. Inheritance Tax
Levied at the tax rate of 40% of estates over £300,000
Inheritance tax has to be paid within six months of death and before your Will is released by the Probate Office.
4. How many second relationships are formed after the death of a partner?
Moulds & Co have teamed up with Collier Law, solicitors base in York and specialising in this area, to ensure the best advice is available.
A fully integrated Legal and Financial service going beyond the Best Advice either party can offer in isolation.
The presentation, which takes approximately one hour, covers:
Proper Will planning
Inheritance Tax planning
Setting up trusts
THE SOLUTION - TAKE CONTROL
The next Estate Planning presentation with emphasis on inheritance tax/wealth protection and reducing the possible costs of long term care is scheduled to take place at 5:30 p.m. at our Office in Wetherby on Wednesday 13th June 2007