Estate Planning

Estate planning is all about protecting your loved ones – sacrificing time now to strategise how to pass on your assets to the next generation in the most effective way.

A significant part of this will usually be minimising Inheritance Tax by using allowances, making gifts, setting up life insurance or simply spending your money. Other planning tasks often include efficiently structuring your will, setting up trusts, making charitable donations, naming an executor and desired beneficiaries, and setting up funeral arrangements as necessary.