Written specifically for the UK's over-65s, It's A Matter Of Trust provides practical and simplified advice on how to plan your high net worth estate. Covering all you need to know from planning your Will, gifting and the role of trusts, to dangers of inheriting, probate and practical exercises, It's A Matter Of Trust will improve your ability to make confident decisions on: - Why you need a Will and exactly what to include - Areas and warnings to be aware of - Who should inherit what and at what point - How to best protect ...
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Written specifically for the UK's over-65s, It's A Matter Of Trust provides practical and simplified advice on how to plan your high net worth estate. Covering all you need to know from planning your Will, gifting and the role of trusts, to dangers of inheriting, probate and practical exercises, It's A Matter Of Trust will improve your ability to make confident decisions on: - Why you need a Will and exactly what to include - Areas and warnings to be aware of - Who should inherit what and at what point - How to best protect your loved ones in the event of your death - Passing on intangible assets as well as monetary ones, such as life lessons, values and stories The first of its kind, this book serves as the definitive guide to estate planning for pensioners with considerable wealth in the United Kingdom. Complete with sound advice from two of the UK's most experienced estate planners, real-life stories and practical plans, David and Dean replace the stress and confusion surrounding estate planning with clarity, understanding and the confidence to make the right decisions for you and your family.
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