When I'm gone

When I'm gone

How a simple list can help your loved ones after your death

Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and working, but if something unfortunate were to happen, the outlook for those around you could change instantly.

Will you make provision for all that you hold dear?

Will you make provision for all that you hold dear?

Getting your affairs in order and planning what you want to pass on to loved ones

Writing a will may seem daunting and with everything else we should be thinking about, it becomes just another chore on the to-do list. It’s especially important for cohabitating couples to have a will, as the surviving partner does not automatically inherit any estate or possessions left behind.

Inheritance Tax Rule Changes

Inheritance Tax Rule Changes

Effective estate planning can safeguard your wealth for future generations.

If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make sure you protect as much of your wealth as possible and pass it on to the right people. However, this does not happen automatically.

If you do not plan for what happens to your assets when you die, more of your estate than necessary could be subject to inheritance tax.