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Estate Planning:

Leave a Legacy for your loved ones you can be proud of:

No one wants to consider a time when they’re no longer around, but taking the time to consider how your loved ones will be taken care of, how your estate will be managed when you’re gone and how your legacy is protected for future generations is an important part of financial planning. 

 

It’s important to ensure that your Will is kept up to date as your family and assets will mature and change over time.  You should also make your wishes clear on the possibility of guardianship for your children or who you want to entrust to manage your affairs if you were no longer able.  Ensure your legacy is protected with our free needs assessment.

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Protect your Estate and the interests of your family

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Structure an estate plan correctly to ensure your final wishes are carried out whilst protecting the interests of your family and beneficiaries in a tax effective manner.

Make and Maintain your Will

Power of Attorney

Make an informed choice now to ensure your financial affairs can be executed in accordance with your instructions in your absence if you are no longer able.

Enduring Guardianship

Nominate the people you trust to make health and lifestyle decisions on your behalf if you’re unable to make them yourself at a point in the future.

Plan for the Future of your Business

Discuss the options and put a succession plan in place that expresses your wishes for how your business should be managed in the future.

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Creating your Estate Plan

Your Estate Plan is your chance to tell your life’s story. You’ve worked hard and your estate plan is your chance to make your hard work mean something. It ensures you leave a lasting legacy for the people and causes you care about.

Your estate plan includes;

  • Wills

  • Powers of Attorney (Medical and Financial)

  • Guardianship of Children

  • Outline of your wishes in a Memo of Direction

Our Estate Planning Service

We’ve created a seamless process to help get your estate plan in motion.

Not only do we educate you on your options, we guide you through each step and help complete this vital component of your family’s future security. 

Download a copy of our Estate Planning process here or contact us for more information or to book an appointment.

Estate Planning pic 10.jpeg

Protect your Estate and the interests of your family

Structure an estate plan correctly to ensure your final wishes are carried out whilst protecting the interests of your family and beneficiaries in a tax effective manner.

Power of Attorney

Make an informed choice now to ensure your financial affairs can be executed in accordance with your instructions in your absence if you are no longer able.

Enduring Guardianship

Nominate the people you trust to make health and lifestyle decisions on your behalf if you’re unable to make them yourself at a point in the future.

Plan for the Future of your Business

Discuss the options and put a succession plan in place that expresses your wishes for how your business should be managed in the future.

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Creating your Estate Plan

Your Estate Plan is your chance to tell your life’s story. You’ve worked hard and your estate plan is your chance to make your hard work mean something. It ensures you leave a lasting legacy for the people and causes you care about.

Your estate plan includes;

  • Wills

  • Powers of Attorney (Medical and Financial)

  • Guardianship of Children

  • Outline of your wishes in a Memo of Direction

Our Estate Planning Service

We’ve created a seamless process to help get your estate plan in motion.

Not only do we educate you on your options, we guide you through each step and help complete this vital component of your family’s future security. 

Download a copy of our Estate Planning process here or contact us for more information or to book an appointment.

Why do I need an Estate Plan?

It’s important to remember that even if you don’t have a will – you still have an estate plan. The government has given you one by way of their automatic intestacy laws, which your loved ones have very little control or influence over.

Many articles and case studies, such as this one from UBS Investor Watch discuss the many reasons why it is so important to secure your legacy as well as what can happen to your assets when you don't have a plan in place.

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