Estate Planning Advice
Estate planning and creating a Will are two processes that often go together. Many people think will writing and estate planning are the same thing but this isn’t the case.
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Estate planning is a comprehensive plan that includes future tax planning and documents that are effective during your lifetime as well as other documents that aren’t in effect until your death.
These documents can delegate the power to make health and financial decisions on your behalf during your life, and who receives your assets at death.
Your Will details how you want your assets to be treated at your death, and who you would like to serve as guardian of any minor children
A Will is an important document that can also be used to create trusts and life interest to protect the financial interests of unmarried couples and children from previous relationships.
The other documents in your estate plan should include:
- Lasting Power of Attorney for Health & Welfare
- Lasting Power of Attorney for Property & Personal Affairs.
Our advisers are associate members of the Institute of Professional Will Writers and carry Professional Indemnity Insurance for Legal Services.
The Financial Conduct Authority does not regulate Tax Planning, Estate Planning, Wills or Trusts.