The reality, however, is that everyone can benefit from an estate plan no matter how much (or how little) they have.
Reasons why an estate plan is important
- To safeguard your assets for your family (or other beneficiaries)
- To control how your assets will be passed down
- To put the right people in charge to act on your wishes
Join financial advisers Chase de Vere and Freeths solicitors on 20th January, when together we will talk you through some estate planning must-haves and explore a variety of different strategies to protect and manage your legacy.
What you will learn
- Why a Will should be at the heart of every estate plan
- How to calculate your personal IHT (inheritance tax) liability
- Why gifting is a good strategy to reduce your IHT exposure
- Trusts, when to set one up, and how to make them effective
- How family investment companies work, and why use one
- Powers of attorney – their use and what happens if you do not have one
You will also have the opportunity to put your questions to our financial and legal experts.
Wills and trusts are not regulated by the Financial Conduct Authority. Not all estate planning or Inheritance Tax planning is regulated by the Financial Conduct Authority.