Free Updates – for Life

A word of comfort.

I let the back and forth from the election pass. I didn’t want you to get whiplash from the constant changes to probate charges, inheritance tax and care fees.

 

You might have heard talk of changes to inheritance tax and musings about trusts.

There has been talk in the papers and writing on the internet about the need to amend your wills because of the changes to inheritance tax rules. That is a lie. A big fat lie. As a client of mine – who has followed my advice, there is nothing to do. That’s it. Nothing.

I guarantee it.
I put my name to it.
I’ll keep you abreast of relevant changes. That’s my undertaking to you. It would be irresponsible of me to expect you to absorb and interpret the information and misinformation out there. I mean, you wouldn’t have a dog and bark yourself.

So, if you’d done as we said – and done perhaps the little bit of homework on which we agreed, there’s nothing to do.
Be sure of it.

Because life’s not static. If we need to, I’ll change your will free of charge. That way you can be sure your will would always be up to date.

I put my name to it.