MAKE THE PROMISE AND GET EXPERT ADVICE ON YOUR WILL FREE OF CHARGE.*

Harvey Bratt, UJIA Director of Legacies & Planned Giving, a qualified solicitor with over 30 years’ experience, would be delighted to assist you with any issues concerning your will, tax planning and the management of your estate, and his services are free if you leave a legacy gift to UJIA*.

Just think how much impact you could make on the work of your favourite charities by including a legacy gift in your Will, after you have made provision for your family and loved ones.

Wills
There are many reasons why up to two-thirds of people never get around to making a will. But a will remains one of the most important documents that affects the lives and financial wellbeing of those who matter to you. Only by making a will can you control how your assets will be divided between family, friends and charities. Read more…

Inheritance Tax
Leaving a charity legacy is a great way to benefit worthy causes but it can also benefit you when it comes to inheritance tax. If you leave charity legacies, not only will the value of those legacies be tax free, the rate of tax on the rest of your estate will be reduced from 40% to 36% if those charity legacies equate to 10% of the taxable estate. Read more…

Administer your estate
You may want to consider appointing a professional as the executor of your will. Their role can be time consuming and challenging, depending on the size and complexity of your estate and the tax burden on it. It can sometimes be confrontational, mediating between those who are beneficiaries of the estate and those who are not beneficiaries. Read more…

For further information, click here.

CONTACT HARVEY BRATT ON 0207 424 6431 OR HARVEY.BRATT@UJIA.ORG TO FIND OUT MORE.