Estate Planning

 Make sure your assets are distributed as you plan
Minimise inheritance tax
 Appoint legal guardians for minors

Step 1

Fill in a super simple form, by clicking one of the buttons dotted around this page. 

Step 2

Speak to a very friendly advisor, based here in the UK.

Step 3

Arrange for your plan to start. 

What Is Estate Planning?

Estate planning protects the financial interests of your family in your absence. Your estate comprises everything that you own, including your vehicle, savings, businesses, life insurance, investments, and all your possessions. By planning for the worst, the handling of your assets will be correctly dealt with. Estate planning can include writing a will and/or your lasting power of attorney.

What are the benefits of estate planning? 

• Assets will be distributed according to your wishes

• You will decide your beneficiary

• Reduces the probate fees and estate taxes

• Business owners can decide the future of their business

• Protects your family from difficult conditions

• Makes retirement hassle-free and easier

• Helps you to plan your philanthropic goals

• Offers the best protection to your minor kids

Frequently Asked Questions

What happens if one dies without a will?

When one dies without a will, the estate of the deceased will be automatically going to the appropriate person decided by law. However, you can make the process more efficient, easier, and cost-effective with estate planning. An estate plan is designed to enable you to decide the correct beneficiaries. On top of that, it will reduce legal fees and potentially taxes.

When should one update an estate plan?

You can update your estate plan on certain conditions that include marriage, childbirth, adaption, death of a spouse, divorce, change in laws, change in assets, and relocation. You can also update your estate planning in the absence of all these to make any other relevant changes.

What are the differences between trust and will?

Both these are parts of the estate planning. However, wills will become after the death and some trust can be effective soon after the creation. When wills cover everything owned by the person, trust covers the property mentioned in the trust.

How to apply

Fill in a few simple questions, through one of the buttons dotted around this page. 

Once you have answered the questions and filled in your details, we will pass you on to a professional advisor. Your advisor will then work with you to generate a quote.

If you are happy with the quote then you can start paying towards your policy on a monthly or yearly basis.