Episode 3: Inheritance Tax & Divorce — Protecting Wealth Through Change

Divorce can have a lasting impact on financial planning — and its effects on Inheritance Tax are often overlooked.

In this episode of Firm Talk, the team at Monan Gozzett LLP explore how divorce and separation can affect estate planning, wills, and inheritance tax exposure. The discussion looks at what happens when personal circumstances change, why existing plans may no longer be fit for purpose, and how failing to review arrangements can lead to unintended consequences.

The episode covers key considerations including:

1. How divorce can impact wills and inheritance planning
2. The importance of reviewing estate plans following separation
3. Where Inheritance Tax issues can arise unexpectedly
4. Why early legal advice can help protect long-term financial interests

Clear, practical and grounded in real-world experience, this conversation highlights why major life changes should always prompt a review of legal and financial arrangements — and how proactive planning can help provide clarity and protection for the future.

To reach out to the team at Monan Gozzett, head to our website: www.monangozzett.com or get in touch via social media:

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