Estate Planning

Adviser area– If you’re a customer please visit the customer section

Click to view page: Wills and Estate Planning
The importance of making a Will and what to consider
Click to view page: Intestacy explained
What happens if someone dies without a Will
Click to view page: Inheritance Tax overview
Explaining Inheritance Tax to your client

Click to view page: Lifetime Trusts and Inheritance Tax
How Lifetime Trusts can protect clients’ estates from tax
Click to view page: Life Assurance
Using life assurance to pass wealth to others or pay Inheritance Tax
Click to view page: Estate Planning Products
A round up of all the products to help clients plan for the future

Tools and resources