Estate Planning

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Estate planning is reviewing your estate regularly including preparing a Will, powers of attorney and potentially tax advice.

It's important for everyone to plan for their estate, regardless of the size.  It's even more important for those with complex estates including assets abroad, business and/or farming assets and second marriages.

It involves reviewing your estate as a whole and considering:-

• Assets abroad and domicile / residence issues
• Claims against your estate
• Company articles and how company shares pass on death
• Digital assets
• IHT allowances and reliefs 
• Jointly owned property and how that passes on death
• Life insurance and potential trusts 
• Powers of attorney 
• Pensions