Leave a legacy for those you love
As soon as you acquire any asset, be that a house or a pension, you should make plans for what will happen to these once you’re gone. Our team of expert wealth planners are ready to start that conversation to give you peace of mind.
Speak to our experts
If you have any questions around succession, estate and wealth planning, why not give us a call?
Telephone:020 7600 1660
What should I be aware of?
There are some common pitfalls made when embarking on estate planning:
- Assuming you’re too young for estate planning
- Writing your own Will
- Writing off loans
- Giving away assets
- Withdrawals from pensions
Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.
Watch our video to see Anna Murdock explain how our wealth planning services can help you.
It's never too early to start estate planning so you can leave more to those you love. Simon Wong provides clarity on some common pitfalls that you might be unaware of.
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