Property and Core Estate

Estate planning is about more than just inheritance tax. It is about making sure the wealth you have built over a lifetime reaches the right people, at the right time, in the right way, and that the people you love are not left dealing with unnecessary complications when the time comes.

In this video, Matt Oates, Senior Partner at Deep Dive Estate Planning, walks through some of the most important topics in estate planning, covering the questions families most commonly face and the planning decisions that can make a real difference to long-term outcomes.

What we cover:

The Family Home After the Second Death
The Triple Hit of Property Taxes
A Word on Nil Rate Bands
Why Wait to Plan Your Estate?
Gift With Reservation of Benefit
Downsizing to Avoid Inheritance Tax
Are You Passing the Problem On?

Whether you are just beginning to think about estate planning or looking to review what you already have in place, this video offers a clear and practical introduction to the decisions that matter most.