Estate planning
Estate planning is an essential part of holistic financial planning where your assets are actively managed and arranged in such a way that they are protected in life and death, ensuring that you and your dependants can enjoy and continue to enjoy the maximum benefit from your estate.
Effective estate planning ensures that your wishes, before and after your death, can be carried out. It can significantly reduce the tax payable on death and the costs of winding up an estate, ensuring that your family and dependants are not left in the lurch.