Estate Planning

No one wants to think about their death, but estate planning is an essential part of arranging your affairs for when you’re not here anymore. One of the biggest benefits of estate planning is to protect your assets and loved ones from inheritance tax. With an estate plan in place, the people you leave behind will have the freedom to follow your wishes.

Estate planning consists of establishing how your assets will be looked-after, handled and dispersed after your death. It also determines how your financial obligations will be handled if you pass away.
We can assist you with estate planning by laying down the details of how you would like your estate to be managed once you’re gone. We will look at all your assets including houses, cars, pensions and debt to assist you in finding the right solution for your needs.

If you’d like to know more about estate planning, please contact us – our friendly team would be delighted to help you find the best solution you need.

This type of business will be dealt with on a referral basis and passed to a trustworthy colleague within my network that specialises in this product area.