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How should you provide for your spouse or civil partner after your death?
Date
28 January 2013

How to provide for your spouse or civil partner after your death

Many people leave part or all of their estate to their spouse outright. This is the simplest approach and in some cases quite appropriate. But for many of our clients we recommend they leave their estate on trust for their surviving spouse rather than leaving it to them outright. Although there is usually no tax on the first death whichever route is chosen, using a trust can offer significant tax advantages to later beneficiaries as well as other important benefits.