Estate planning – plan for what you want to leave behind

We all want to make sure our loved ones are taken care of when we’re no longer around. Estate planning is making sure your wealth passes to the people you want it to, in the most efficient way possible.

There’s lots to consider with estate planning and some decisions need to be made a lot earlier than you might think.

Estate planning – the basics

These five articles are specially designed for you to download and read. They only scratch the surface of what you need to know, but we hope they will help you plan for the future.

The five fundamentals for leaving money to your loved ones

Will you leave an inheritance tax bill?

Five tips on using gifts to reduce inheritance tax

Three tips for passing your pension on to your loved ones

Helping grandchildren with education expenses to manage IHT

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All help articles and guides

Our articles, guides and videos can help you learn more about pensions, retirement planning, estate planning and investments. You can also read the latest information on how to keep safe and secure from scams.

It’s important to get financial advice

It’s more important than ever to get financial advice. If you’re worried, or thinking of making changes to your pensions or investments, we recommend you speak to your financial adviser.

If you don't have an adviser, you can find one below:

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