Passing on your wealth

A useful guide for you and your loved ones.

You’ve spent a lifetime building up your wealth, so you’ll want to make sure it’s distributed according to your wishes.

Planning ahead is key to minimising the tax your loved ones will have to pay, so they get the full benefit of your hard work.

It’s not always easy to talk about what will happen when you pass away, but being prepared and understanding the legal ramifications of your choices will allow you to plan for your family’s future.

By creating a will and putting a power of attorney in place, you can make sure your wishes are implemented when you are not here, or are no longer able to make your own decisions.

This guide also looks at the role of inheritance tax planning and aims to give you a better understanding of how you can plan ahead.

Please feel free to read or download by clicking on the link below.

Of course, everyone’s situation is unique. However, talking to a Kellands financial adviser can help you find the right path for you and your loved ones.

Download our Guide to Passing on your Wealth

< back to News & Views

News Feed

13/7/2024

Mortgage competition hots up as rates decision looms

Lenders cut the cost of new mortgages, with hopes of further falls, but many homeowners are still stretched.

News & Views

July 2, 2024

July 2024 Investment & Economic Update

Our latest monthly investment update for July 2024 examines how the global investment markets, economy, and commodities are performing.
Read more