Estate Planning

Estate Planning Flowchart

Our flowchart aims to help you understand how you can reduce the size of your estate to mitigate your inheritance tax liability.

Find out more

Identify options to reduce your estate.

If you would prefer to discuss your potential IHT requirements with an expert, get in touch.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

Before you begin

  1. Select 'Yes' for whichever of the assets you own to see what estate planning may be possible for you.
  2. You will then be asked to answer some further “Yes” or “No” to some questions to ascertain whether any planning is possible in relation to the asset.
  3. In some areas you will be presented with a “drop down”, please select the appropriate against each of these questions.

Please note this flowchart is for guidance only.

Your estate

Tell us about your estate

Do you own your residence?

Do you own a second home?

Do you own a Buy-To-Let property?

Do you own all or part of an interest in a business?

Do you have investments other than cash (bank/building society), pension & ISAs?

Do you have Cash (bank/building society)?

Do you have a pension plan?

Request a call back

Estate planning can be highly complex, and this flow chart is for guidance only, we will discuss these ideas further in our next meeting.

Please complete your details below to submit your answers and your Charles Stanley planner will arrange your next call.

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