Estate planning – plan for what you want to leave behind

We all want to make sure our loved ones are taken care of when we’re no longer around. Estate planning is making sure your wealth passes to the people you want it to, in the most efficient way possible.

There’s lots to consider with estate planning and some decisions need to be made a lot earlier than you might think.

Estate planning – the basics

These five articles are specially designed for you to download and read. They only scratch the surface of what you need to know, but we hope they will help you plan for the future.


The five fundamentals for leaving money to your loved ones


Will you leave an inheritance tax bill?


Five tips on using gifts to reduce inheritance tax


Three tips for passing your pension on to your loved ones


Helping grandchildren with education expenses to manage IHT

It’s important to get financial advice

It’s more important than ever to get financial advice. If you’re worried, or thinking of making changes to your pensions or investments, we recommend you speak to your financial adviser.

If you don't have an adviser, you can find one below:

Book your financial review today

If you don’t already have a financial adviser, we can help. Book a no-obligation financial review with one of our advisers in your area.

We offer restricted advice.

Book an appointment


For independent advice you can visit Unbiased who can help you find an adviser in your local area. Many advisers will be able to meet you through a video meeting or a call, during these times.

Visit Unbiased