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Estate planning for complete peace of mind
Ensuring proper estate planning is important for securing the future of your assets and providing peace of mind for you and your loved ones. By carefully outlining your wishes, and distributing your assets according to your preferences, you can rest assured that your money will go to the right people and causes, safeguarding your legacy, and providing financial stability for future generations.
Wills & LPAs – providing clarity in honouring your wishes
Having a will in place is key to ensuring your assets are distributed according to your wishes after your passing. It provides clarity and legal protection, minimising potential disputes among family members and ensuring your loved ones are provided for as you intended.
Establishing lasting powers of attorney ensures that trusted individuals can make important decisions on your behalf if you become unable to do so due to illness or incapacity. This offers further peace of mind for you and your family.
Trusts - for effective succession planning
Trusts can provide protection and financial security for beneficiaries, making them a valuable tool in wealth management and succession planning. Trusts are legal arrangements that hold assets for the benefit of individuals or organisations. They offer privacy, control, and flexibility in estate planning, allowing assets to be distributed according to your specific instructions while avoiding probate and minimising estate taxes.
Planning for the future so you can make the most of now
Estate planning ensures your assets go to the right people, avoiding family conflicts and easing the burden on your loved ones. By making decisions while you're still capable, you secure your legacy and provide peace of mind. Once finalised, you can fully enjoy life without worrying about the future.
The Financial Conduct Authority does not regulate tax or estate planning.
