Farley And Partners

Is it time to update your estate plan?

Estate plans can easily become out of date. Check to see if any of these changes have occurred since you last updated your estate plan.

  • The birth of a child or grandchild
  • The death of your spouse, another beneficiary, your executor or your children’s guardian
  • Marriages in the family
  • Divorces
  • A substantial increase or decrease in the value of your estate
  • The formation, purchase or sale of a business
  • Retirement
  • Changes in tax law

The rules now applying with regard to the inheritance tax allowance means that there may be an opportunity to review your Will now that the inheritance tax exemption on first death is no longer ‘lost’.

Do contact us if you would like further help or advice on this subject.

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