With the introduction of the Finance Act 2006 the possibility of using lifetime planning for saving inheritance tax was severely restricted using lifetime settlements.
A survivorship clause is a clause in a will that makes a gift to a beneficiary conditional upon them surviving the testator by a set period of time.
About The Society of Will Writers
The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.
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The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ
Tel: 01522 687888
Fax: 01522 694666
E-mail: [email protected]
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Registered in England and Wales. Company Number: 02918900.