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    Your Situation

    I'm Widowed

    The plan you and your spouse made together is now a plan you'll execute alone.

    The IHT allowances transfer, but the assumptions in your old will almost never do. Widowhood is the single most common trigger for out-of-date estate planning.

    What typically applies

    On the first death, both spouses' nil-rate bands can be combined — meaning your estate now has up to £1m of allowance if the home is passing to direct descendants. But that only helps if your will actually captures it.

    Widowhood is also the moment life insurance often lapses, LPAs become urgent (your co-attorney has died), and the question of the family home's long-term future comes back onto the table.

    Not sure where to start?

    A Legacy Priority Assessment tells you exactly what applies to your estate — and, just as importantly, what doesn't.

    Members of the Society of Will Writers|28 years of specialist estate planning practice|Serving families across Dorset, Hampshire and the South of England