Estate Planning Guide

We appreciate it can be difficult to envisage a time when you are not around to provide for your family, and preparing a will, appointing people to manage your finances while you are in hospital or thinking about where you will live in your retirement can be the last thing on your mind.

However, estate planning is vital for giving you and your family peace of mind so you can enjoy your time together in the present – helping to avoid family arguments, stop assets from getting into the wrong hands, minimise inheritance tax, and prevent expensive and time-consuming disputes.

Our estate planning guide provides actionable steps to help ensure your wishes are carried out, including a comprehensive checklist of the documents you need, myth-busting FAQs, general guidance for typical scenarios, and helpful resources.

Click here for your free estate planning guide.