Death and Tax

In this episode, Leonora Stevens and Mike Hodges approach the sensitive topic of death and tax planning, sharing their top tips to give you peace of mind and to help make the planning process as seamless as possible.

In particular, Leonora and Mike discuss:

• The importance of having an up-to-date will in place,
• Inheritance tax (IHT) and estate planning,
• The complications of leaving behind a legacy to charity, and
• Other practical points to consider.

You can also find further information in our article on IHT and estate planning.

Additionally, as mentioned in the episode, the government have a useful service in these situations: Tell Us Once.