We can't stand still;

we have to evolve to

keep pace with clients'

needs.

Finance Act 2006 - do you need to change your will?

Download

You should regularly review your Will and ensure it is up-to-date, bearing in mind any changes in your financial and family circumstances as well as the current tax rules. The Finance Act 2006 changes to the Inheritance Tax rules penalise gifts into Trusts and the retention of assets in Trusts in certain circumstances.