Estate Planning is all about ensuring you maintain control of your money even when you are no longer around. It is a lot more than simply having a will. There are so many questions you need to think about, and have addressed appropriately, to be confident that what you want to happen actually does.
Our role is two-fold. We will help you understand and form a view around all of the relevant questions so that you can approach estate planning in a logical and constructive way. We can also work closely with legal advisers where appropriate. Our discussions with you will cover:
“Financial Planning is not about money, it is about having the flexibility and choice in how you live your life.”
“Financial planning may seem boring, however if it helps you establish a plan that turns something unrealistic into something that is achievable, then it becomes exciting.”