Question 1

What is the Inheritance Planning Check?

Accepted Answer

It's a tool that helps you understand what to do with an inheritance. You answer questions about your financial situation and get a prioritised action plan for your inheritance.

Question 2

Is this financial advice?

Accepted Answer

No. This tool gives you general guidance based on UK financial best practices, but it is not regulated financial advice. For significant financial decisions, consult a qualified financial adviser.

Question 3

How much inheritance tax will I pay?

Accepted Answer

Inheritance tax is typically 40% on amounts above the £325,000 threshold. The threshold has been frozen at £325,000 until 2028. Married couples can usually pass assets to each other tax-free.

Question 4

What should I do first with an inheritance?

Accepted Answer

The general priority is: 1) Clear high-interest debt, 2) Build emergency fund, 3) Maximise pension contributions for tax relief, 4) Invest the rest based on your goals.

Question 5

Will I be contacted after using this?

Accepted Answer

Only if you choose to enter your email. We do not require your email to see your action plan.

Inheritance Planning Check

Priority action plan

Tax implications

90-day action checklist