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Marriage

Marriage

Get information for having conversations with your clients if they are getting married/remarried.

  • Technical information

  • Topics to consider 

  • Practical guidance for clients who are getting married/remarried

Topics

What you should talk about when it comes to marriage?

Later life marriage and remarriages are on the rise. This section looks at what individuals might want to know if they are looking at getting married.

Featured Video

Marriage

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Get information for having conversations with your clients if they are getting married/re-married

1 minutes View transcript

Bloodline planning

Making sure your client's estate gets passed to the right people when they die.

Pensions

Married couples usually receive any final salary pension their spouse has earned on their death.

Inheritance tax

Married couples can pass assets on to their spouse on their death without paying inheritance tax.

Capital gains tax

Assets can be transferred between spouses. Therefore a married couple can realise gains of £23,400 before capital gains tax is applied.

Income tax

Married couples can apply to transfer 10% of the income tax personal allowance from one to the other.

Conversation starter

In this section you’ll find support to help you with your client conversations.

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