Estate Planning

Estate planning is an ongoing process and should be started as soon as one has any measurable asset base.

As life progresses and goals shift, the estate plan should move to be in line with new goals. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40%), so at the very least a will should be set up even if the taxable estate is not large. 

For more information on how we can help with your estate planning please contact us on 02392 488600 or complete the enquiry form.