WHAT WILL YOUR LEGACY LOOK LIKE?
This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.
This subject doesn’t only affect the very wealthy. Inheritance Tax, in particular, is becoming more of an issue for many of us due to rising house prices and complex family situations. Making provision for your loved ones is an essential part of managing your estate and assets.