It is essential that every person has a clear Estate Plan to direct decisions on their financial position in the event of their passing. It is also essential that careful planning goes into the way this is done to ensure it is tax effective and efficient. We understand that people rarely enjoy talking about this topic however it is extremely important that careful thought and planning is done to enable people’s wealth to be protected in the event of death. At Bell Partners we take the anxiety out of this process by making it simple and straight forward as we explain the pros and cons of various options in easy to understand language. We then ensure we review Estate Plans on a regular basis to ensure they are still fulfilling the wishes of our clients.
