Estate planning is all about making sure your wishes
are followed, and minimising the amount of taxes due on your estate.
When you talk to an expert financial adviser about estate planning,
you’ll be making sure that your assets are passed to the people you
choose - not the tax man.
Savings and
investments can be put ‘into trust’, which ensures that they will pass
to the right people, at the right time – without paying unnecessary
taxes first. Putting life assurance policies ‘under trust’ is something
that should always be considered and means that you choose ‘trustees’ to
be responsible for the administration of the policy when you die.
By using our company, you can find guidance
on making your savings and investments more tax-efficient using
trusts, and start estate planning for your loved ones’ future.