Estate Planning – The next generation

Estate Planning is a process which is designed to transfer the greatest amount of financial assets with the smallest tax liability possible to your beneficiaries. It incorporates wills, trusts, powers of attorney, inheritance tax planning, property law and grant of probate.

Take a look at the questions below. Can you answer Yes to all of them? If not then you need to speak to us.

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Are you aware of the amount of financial assets currently sitting in financial institutions throughout the UK unclaimed by their rightful owners?

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Do you have a full list of all of your financial assets?

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Are your documents kept up to date to reflect changes in your life and circumstances?

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Can your spouse (or other inheritors) easily access that information?

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Have you taken all necessary steps to secure your financial assets?

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Can you guarantee that all your financial assets can be claimed at time of probate?

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Can you guarantee that your nominated beneficiaries will receive their entitlement in the most tax efficient manner?

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Do you fully understand the responsibilities of an Executor?

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