Estate & Inheritance - coreIFP Financial Planning

201811227 Core EP - Tax & Trust Planning - Sam version (exc business) - front

Tax & Trust Planning (November 2015)

This detailed guide provides an overview of effective estate planning for families, to ensure loved one’s can inherit in the most effective way. it provides an overview on the effective use of Trusts to protect your estate.

20200207 Estate Preservation - front page_Page_01

Estate Preservation (January 2020)

This detailed guide provides an overview of some key considerations and planning, such as Inheritance Tax, Residence Nil-Rate Band, Gifting, Wills, Trusts and Lasting Power of Attorney.

Lasting Powers of Attorney (January 2019)

This short guide aims to describe Lasting Powers of Attorney, enabling you to plan for losing capacity. It explains the two types of Lasting Power of Attorney, how they work, and the key decisions and considerations when setting them up.