Estate Planning
Estate planning is more than just writing a Will - it’s a comprehensive strategy to manage your assets, protect your loved ones and plan for future tax implications. It includes legal documents and effective use of Trusts that take effect both during your lifetime and after your passing.
With a well-structured estate plan, you can:
- Appoint trusted individuals to make financial and healthcare decisions on your behalf if you are unable to.
- Ensure your assets are distributed according to your wishes.
- Protect the financial interests of unmarried partners and children from previous relationships.
- Minimise inheritance tax and preserve wealth for future generations.
Key Estate Planning Documents:
Will – Outlines how you want your assets distributed after your death and who should be the guardian of any minor children. It can also establish trusts to provide financial security for loved ones.
Lasting Power of Attorney (LPA) for Health & Welfare – Allows someone you trust to make medical and care decisions on your behalf if you lose mental capacity.
Lasting Power of Attorney (LPA) for Property & Financial Affairs – Enables a chosen representative to manage your financial matters, such as paying bills or handling investments, if you are unable to do so.
A carefully structured estate plan provides peace of mind, ensuring your financial affairs are managed efficiently and your loved ones are cared for according to your wishes.
The Financial Conduct Authority does not regulate Tax Planning, Estate Planning, Power of Attorney, Wills or Trusts.
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