Retirement Strategy - Estate Planning

Reviewing or updating wills at retirement is a wise move.

Reviewing their content 5 yearly or as your circumstances change is a good habit to establish. Considering whether to form family trusts or even inheritance trusts so as to protect your children’s inheritances for them and the grandchildren are a good consideration. If your goal is to leave an inheritance to your children then you want the comfort to know it will benefit them and not a former partner or unknown future partner perhaps in the case of the grandchildren.

Ready for the next step?

Fill the form below to organise a free no obligation consultation

We Can Assist With