Many people hear the phrase estate planning and falsely believe it only applies to the super wealthy with acres of land. In basic terms estate planning is simply making provisions to decide what happens to your assets and affairs when you die or become incapacitated, which, essentially, makes it applicable to everyone! The last thing you want is those left behind to be uncertain about your wishes, leading to more upset, during times of loss.
At B&G we will guide you through the various provisions that the market offers but more importantly we will get to know you and fully understand your personal needs in order to ensure you have a bespoke and satisfactory plan in place for when the time comes.
Planning ahead can help make sure your relatives get the most out of their inheritance.
Below are some of the key services we recommend but please do give us a call and we will listen intently to your requirements and then talk you through the best options for you.
We know planning for death can be morbid and unsettling but unlike many advisors that focus solely on the financials, we have heart, appreciate that these conversations can be tough ones and will support you through the process. Get in touch today and we will not only put you at ease but will assist you in being fully prepared.
The Small Print
Wills, Trust, Estate Planning, Powers of Attorney, and Funeral Planning are not regulated by the Financial Conduct Authority.