Inheritance tax is a complex area that can have a significant impact on your wealth and family.

Inheritance Tax is a tax paid on your property and belongings (estate) when you die. It is paid before probate is granted and it can take a sizeable slice out of the wealth you wish to leave your family.

Your estate, for Inheritance Tax purposes includes but not limited to:

• Your home and any other properties you own
• Your possessions
• Bank and Building Society accounts
• Pension & Investments
• ISAs
• Insurance policies not written in the Trust.

Lifeline Wills can help you structure your estate efficiently so your loved ones can make the most of your assets, wealth, and property.

By planning ahead, you can significantly mitigate your inheritance tax bill, but also ensure you have enough money to live on and enjoy life now.

Get in touch to Plan in advance to Protect and Preserve your Assets.

Having a Funeral Plan in place allows you to plan and pay for your funeral in advance without placing increased emotional and financial stresses upon your loved ones.

A funeral plan is essentially a promise to deliver a funeral at a date in the future. While funeral costs are rising faster than inflation, purchasing a funeral plan fixes the cost of the funeral at today’s prices.

Funeral plans also allow you to make special requests and wishes for the funeral, such as music or readings, to ensure your loved ones arrange the funeral that you want, when the time comes.

The key elements of having a funeral plan in place is to future proof the price against inflation so you pay today’s prices and not to pass on a debt to your loved ones.

Get in touch TODAY to find out more about the most suitable Funeral Plan for you with flexibility.

When a person passes away, his or her money, possessions and estates must be distributed in an organised way. It includes identifying all of the person’s assets and the remainder after distributing them to those legally entitled to them. A legal document called a Grant of Representation is issued by the probate service which is required by the asset holders as an evidence of the person’s entitlement to deal.

The probate process can be extremely complex and time consuming process. LifelineWills can guide, support and help you through the whole process of Probate.

Our knowledge and professional partnerships will ensure that you are not left with the strain and hardship involved with Probate. All your fees will be quoted to you in advance and the level of service carefully explained to you.

We will deal with your loved one’s estate with care and efficiency so that you can have the peace of mind that the whole process is dealt with by an expert.

Secure Document Storage allows you to protect your legal documents and have peace of mind. Having all your documents kept safe and secure you will remain confident that when the time comes to use the documents, they will all be there in one place.

LifelineWills can help you store all your legal documents in secure storage facility which will keep all your legal documents safe, secure, fully insured and accessible at all times.