Estate Planning
Adviser area– If you’re a customer please visit the customer section
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Click to view page: Wills and Estate Planning
The importance of making a Will and what to consider
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Click to view page: Intestacy explained
What happens if someone dies without a Will
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Click to view page: Inheritance Tax overview
Explaining Inheritance Tax to your client
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Click to view page: Lifetime Trusts and Inheritance Tax
How Lifetime Trusts can protect clients’ estates from tax
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Click to view page: Life Assurance
Using life assurance to pass wealth to others or pay Inheritance Tax
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Click to view page: Estate Planning Products
A round up of all the products to help clients plan for the future
Tools and resources
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Click to view page: Click to view Estate Planning Manual
(For adviser use only)