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You and yours – estate planning

Estate planning is easy to put off, but it’s one of the most important steps you can take to help protect your loved ones and your legacy. This practical guide shows how to prepare effectively and stay in control of what happens to your estate. Kindly provided by our trusted partners Chase de Vere.

Overview

Estate planning – too important to put on hold

All too often, people put off estate planning. This is understandable as, rather than preparing for the here and now, it requires you to consider what will happen when your life is over, hardly something most of us rush to contemplate.

Consequently, estate planning often becomes, and all too often remains, a do-it-tomorrow task. When it could suddenly become all-important it might be too late. After all, accidents and sudden illnesses – such as Covid-19 – can and do happen.

This guide will help you prepare effective plans that will help ensure you control what happens to your estate. Please note that all examples included in this guide are fictitious.

Please note: This guide is based on current legislation and government policy as at the date of publication. Tax rules and reliefs are subject to change and their availability and effectiveness depend on individual circumstances.

BDA partner

Chase de Vere: Financial advice

BDA members have access to the specialist independent financial advice services of Chase de Vere, one of the UK’s leading independent financial advisers.
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