Inheritance & Wealth Planning

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Inheritance refers to the assets, rights, and obligations passed down from one generation to another, typically after the death of an individual. This process involves the transfer of property, money, investments, and other valuables according to legal or familial arrangements. While inheritance can help preserve family wealth and ensure financial stability for future generations, it also requires thoughtful planning to address taxes, legal considerations, and equitable distribution.

Our Inheritance & Wealth Planning hub covers the thresholds, rules, and allowances, as well as impacts on specific groups such as family farmers.

The information provided here is for informational and educational purposes only and does not constitute financial advice. Please consult with a licensed financial adviser or professional before making any financial decisions. Your financial situation is unique, and the information provided may not be suitable for your specific circumstances. We are not liable for any financial decisions or actions you take based on this information.