Earmarked so far
Ahead of plan£0.00
62% of £500,000Target Ongoing
Passing wealth on efficiently through gifting, trusts and pension nominations, keeping an eye on the inheritance tax position.
Contributions
MonthlyRegular contribution
None set
Still to fund
£190,000
Headline
£310,000 / £500,000
What's funding this
1 accountsGeneral Investment
GIA
£310,000
Projection
Estimated IHT today
£412,000
After planning
£186,000
Gifted to date
£310,000
Next review
Jan 2027
Projections assume contributions continue and are shown in today's money. They are illustrative only.
Milestones
Wills refreshed
Jun 2023
Trust established
Apr 2025
Seven-year clock ends
Apr 2032