Have you thought about how you’ll pass wealth on to those who are important to you? Traditionally, this has been done through inheritance, but it’s becoming more common to gift during your lifetime.
Although this can be a difficult subject, it is important to consider how you will pass on money and other assets to those who are important to you. This is why inheritance and gifting should be considered as part of your wider financial plan.
Download Leaving an inheritance vs gifting during your lifetime to discover the steps you should take.
If you have any questions about this subject, please speak with one of our professional advisers directly on Tel: 03452 100 100 or email us at Hello@fingerprintfp.co.uk.