Planning your estate can involve many different actions, from putting in place a basic Will, to setting up a lifetime trust. Modern families can have complicated dynamics and there is often a potential for conflict in the future if relationships break down.
There are potential problems which can stand in the way of your legacy reaching its intended recipient, including:
- Sideways disinheritance
- Issues affecting vulnerable beneficiaries
How we can help
We can work in partnership with your solicitor or accountant to provide more complex solutions for larger estates, business or agricultural assets.
Speak to one of our consultants today. They can discuss all of the options with you and allow you to make an informed decision.