It’s always a good time to start thinking about estate planning, the process of putting your financial affairs in order before you die.
The earlier you start, the more opportunities you will have to structure your affairs in the most constructive way. The steps you take need to reflect your needs and goals, which will be significantly influenced by your personal circumstances and age.
At Palmers, we have extensive expertise in estate planning issues, including making a will, inheritance tax planning and addressing long-term care issues.
We provide advice tailored to individual circumstances but have put together some general guidance on estate planning for some of the different stages that may occur during life’s journey, looking at:
- families with young children
- people approaching retirement
- older people with inheritance or long-term care concerns
- people with disabilities.
Our Wills, Probate and Trusts Department includes members of the Society of Trusts and Estates Practitioners (STEP), the professional body for practitioners specialising in inheritance issues, and focuses on providing sensitive, constructive advice and support.
For more information on our estate planning services, please contact us.