It occurs to me as we approach the Summer that we are in a period of high risk. No, I’m not talking about the stock markets or the economy. I am talking about the risk of losing momentum in the Estate Planning world.
We had the budget in the Autumn which was arguably the most impactful on our Estate Planning in a generation. Major measures were introduced that are pulling more and more people into the IHT space, while making existing IHT liabilities much worse in many cases.
Following announcements of this magnitude, it is natural to see a spike in activity and also a spike in impetus – people are more motivated to get things done to try and improve their position.
