Home What's New? Free Content Testimonials Contact Help

Inheritance Tax Tax Tips Articles & Advice Legal Updates Probate

Brochures

If you do not have time to browse the various sections of the site please feel free to download the brochures and documents set out below.

To download the files simply click on the accompanying PDF or Word icons.

Download Brochures

  
Inheritance Tax ExemptionsIHT Exemptions Brochure - Word Format IHT Exemptions Brochure PDF Format
Living Will Guidance NotesLiving Will Guidance Notes - Word FormatLiving Will Guidance Notes PDF Format
1 Minute Guide to Inheritance Tax - in association with TaxationWeb PDF
Motley Fool's Life Insurance Handbook PDF

PET Memorandum
It is advisable when making transfers/gifts that full written details are set down, stating the date the gift was made, the amount or nature of the gift, to whom it was made and signed and retained with the Will (if there is one).

PET memorandum Word FormatPET memorandum PDF Format
Severing Joint TenancySevering Joint Tenancy - Word FormatSevering Joint Tenancy - PDF Format

If you have ANY problems accessing the files or downloading and reading them, please feel free to contact me.

If there is anything enclosed in the brochures that you do not understand or any questions which have not been answered please do not hesitate to contact me by completing the Contact form.