Project Overview

Looking after the next generation

A large part of your life is spent working to earn money to look after yourself, to provide for your family and to save for the future. Given the focus that is placed on maximising your money and creating wealth while you are alive, it seems logical to want some control over what happens to these assets once you are gone.

Estate planning is about giving you control to make sure that:

  • The people you care about are looked after once you are gone, and
  • Your assets are passed on to the people you want to receive them, according to your wishes.

We can work with you to implement your wishes. Have you got legal advice? If not, we can refer you to our trusted legal partner.