Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime so that it is distributed according to your wishes following your death. A large part of your life is spent working to earn money to
look after yourself, provide for your family and to save for the future. Given the focus that is placed on creating wealth while you are alive, it seems logical to want some control over what happens to these assets once you are gone.
Most of us have felt the loss of a loved one, it’s probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing you’d be concerned about. It could be challenging to know where to begin.
Estate planning is a complex area that requires careful consideration. You will need the expertise of a Solicitor and Accountant, in conjunction with the guidance of a Financial Adviser.
We can help.