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Estate planning

It is never too early to start thinking about your estate plan. If your estate is large it could be subject to inheritance tax. Even if estate fall below the threshold, planning for and drafted a timely Will can ensure your assets go to your chosen beneficiaries.

Estate plans can quickly become out of date, so it is important for you to continue to react and make revisions to your plan when family circumstances change, there are changes in tax law, buy, sell or create a new a business or you just retire.

Please discuss your estate planning needs with your Personal Account Manager or click the link, contact us identifying what requirements might best suits you and your beneficiaries.