Careful planning can help make sure that you and your loved ones get the maximum benefit from your wealth, both in your lifetime and beyond.
If you already have an abrdn financial planner, they can answer any questions you have about estate planning and inheritance tax, as well as helping you build an effective plan. If you don’t yet have an adviser, find out we can help you manage your wealth.
Please remember that the value of investments can go down as well as up and may be worth less than was paid in. The information here should not be regarded as financial advice. Information is based on our understanding in August 2022. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.