Guide to Estate Preservation

Guide to Estate Preservation
What will your legacy look like?

This fully personalised 30-page guide covers why this is an important part of wealth management, no matter how much wealth has been built up. It examines that this subject doesn’t only affect the very wealthy and is becoming more of an issue for many of people due to rising house prices and complex family situations.

The guide explains the importance of making provision, is the best way to reduce a potential Inheritance Tax bill for loved ones. And the sooner plans are put place the easier it will be to identify the right solutions.

What clients and prospective clients will read includes: What will your legacy look like? Planning and preserving your family’s wealth; Strategies and solutions; Passing wealth to the next generation; Inheritance Tax Residence Nil-Rate Band; Lifetime transfers; Prioritising the power of pensions; Making a Will; Leaving your legacy behind; Trusts; Extending the scope of the trust register; Bare Trust; Discretionary Trust; Flexible Trusts with default beneficiaries; Split Trusts; Lasting Power of Attorney; Business Relief; Preserving wealth for future generations.

How to use

Ideal to generate estate and Inheritance Tax planning business opportunities. Upload to your website, use the content on your blog, email to clients and prospective clients, and use it on your social media channels. If you have previously ordered, we’ll use your approved personalisation artwork; our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).

Order now, fully personalised, for just £397.99

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