Essential Estate Planning

Perhaps the biggest misconception about estate planning is that it is the sole preserve of the wealthy. The reality, however, is that everyone can benefit from an estate plan no matter how much (or how little) they have.

Reasons why an estate plan is important

  • To safeguard your assets for your family (or other beneficiaries)
  • To control how your assets will be passed down
  • To put the right people in charge to act on your wishes

Join financial advisers Chase de Vere and Freeths solicitors, where together we will talk you through some estate planning must-haves and explore a variety of different strategies to protect and manage your legacy. You will also have the opportunity to put your questions to our financial and legal experts. Date: Thursday 20th January 2022Time: 6:30pm to 7:45pm

Click here to register your place

What you will learn

  • Why a Will should be at the heart of every estate plan
  • How to calculate your personal IHT (inheritance tax) liability
  • Why gifting is a good strategy to reduce your IHT exposure
  • Trusts, when to set one up, and how to make them effective
  • How family investment companies work, and why use one
  • Powers of attorney - their use and what happens if you do not have one

Important information

Wills and trusts are not regulated by the Financial Conduct Authority. Not all estate planning or Inheritance Tax planning is regulated by the Financial Conduct Authority.


The content of this page is a summary of the law in force at the date of publication and is not exhaustive, nor does it contain definitive advice. Specialist legal advice should be sought in relation to any queries that may arise.

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