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Estate Planning

Estate planning is not just about inheritance tax planning; it’s also making sure that all your personal financial affairs are in good order.

Your will for example needs to be correctly structured, so that you select the right executors, create the correct trusts and protect your assets to ensure that the bulk of your estate goes to your beneficiaries and not HM Revenue & Customs. You may also wish to consider appointing someone to act on your behalf just in case you couldn’t do that for physical or mental health reasons.


 

 

 Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Conduct Authority. For more information, please go to www.fca.org.uk.