Guide to Estate Planning

guide and checklist to estate planning- Butt Miller

It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.

Where should you begin?

We suggest you start by addressing any unplanned key areas of estate planning this may include will writing, inheritance funds, financial objectives and life assurance. Below you will be able to download our estate planning checklist.

Making a Will

Estate planning begins with the following decisions:

  • Who will inherit your assets?
  • When should the recipients receive them?
  • What limitations will be placed on the recipients?

A Will should also stipulate who is to be your minor child(ren)’s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.

Find our Estate planning checklist here:

How we can help?

Please contact us if you would like further advice.

HOW CAN WE HELP YOU?

Our process is simplicity itself, and it all starts with your call.

Get in Touch

Please call, email or complete the brief form on this page.

Meet

We will arrange a time to meet, at a time and location convenient to you.

Suggestions

We have listened carefully and here we present our thoughts and suggestions for you.

We Start Work

Always in touch and always relevant, our work begins on your behalf.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Scroll to Top

This site uses cookies. Click here can view our Privacy Policy.