BUSINESS SHAKESPEARE MARTINEAU


Amy Durnford - Shakespeare Martineau


Shakespeare Martineau AUTUMN BUDGET:


KEEPING YOUR LEGACY ON COURSE impact can be significant for families with substantial holdings. 84


Taking stock now is imperative to maintain clarity. A timely review can help reinforce the plans that protect your lifestyle today while supporting the legacy you intend to pass on.


Key areas that merit attention include ownership structures, wills, trusts, and how assets are apportioned across the family. Strategic refinements, guided by professional advice, can help preserve allowances, enhance protection, and strengthen long term intentions. The period following the Budget offers a moment to pause and reassess, especially for families focused on continuity and legacy.


Article by Amy Durnford, Private Client Solicitor, Shakespeare Martineau.


Each Autumn Budget brings adjustments that ripple through the financial landscape, and this year’s measures introduce a series of quiet adjustments that discerning families may wish to reflect on.


Your home and investments embody a standard of living shaped with care and intention. Safeguarding that continuity means staying attuned to the environment in which your wealth sits, even when changes may appear to be understated.


With tax thresholds remaining frozen and asset values continuing to their upward trajectory, estates that once sat comfortably below key limits now edge into higher tax exposure. These shifts may be subtle, but their long term


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For advice, contact law firm Shakespeare Martineau on 0121 214 0000 or visit www.shma.co.uk.


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