A comprehensive estate plan will transfer control and distribute your assets on death, together with transferring decision making in the event of loss of capacity.
Preparation of a Will is an important element of any estate plan. Consideration also needs to be given to the following:
We are unable to provide legal advice, however given we commonly have a thorough understanding of your family structure and financial position, we are well-placed to identify areas requiring attention. If required, we can provide a referral to a specialist estate planning solicitor.
We can also assist with incorporating a charitable gift within your estate plan or the establishment and administration of a private charitable foundation.
We commonly have a thorough understanding of your family structure and financial position, so are well-placed to identify areas requiring attention.
