One Four Nine Wealth – Guide to estate planning
Safeguarding your legacy for future generations.
Embarking on the crucial journey of protecting your legacy for future generations may seem daunting initially, however, it presents an invaluable opportunity to ensure that your wealth finds its way to the individuals and causes that hold a special place in your heart.
Our guide delves into the nuances of wealth transfer and succession planning, acknowledging the emotional weight these conversations can carry. Yet, we also highlight the positive impact of engaging in these discussions sooner rather than later.
The question of what becomes of your loved ones and the fruits of your labour after you’re no longer here can indeed be unsettling. However, crafting a well-thought-out estate plan is your key to addressing these concerns head-on, offering you and your family much-needed peace of mind.
Some people may believe estate planning is just for the wealthy. However, effective estate planning is essential to managing your assets and final wishes while trying to ensure your family’s financial stability once you have passed on.
Estate planning isn’t just for the elderly, either. You don’t have to be old to become mentally incapacitated or pass away early from an illness or even an accident. An estate plan will ensure that your affairs are properly executed in the event of your passing.
Read our comprehensive 36-page guide to estate planning below
The Financial Conduct Authority does not regulate on Estate Planning, Trust Planning and Tax Planning.
