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TAKE CONTROL: LEGAL AND ESTATE PLANNING FOR LATER LIFE
As people live longer and enjoy extended retirements, ensuring financial security and a rewarding lifestyle becomes increasingly important. Effective legal and estate planning can provide peace of mind and help address critical concerns.
Explore our collection of articles to learn more about securing your future and that of your family:
Inheritance Tax (IHT) Planning: How can you maximize your estate for your family? Leveraging existing provisions can help ensure that as much of your wealth as possible is passed on to your loved ones.Supporting Your Family: What steps can you take now to ease the burden on your family as you get older? Planning ahead can help manage care during illness and handle post-death logistics.Non-Executive Director Roles: Are you considering taking on a position as a non-executive director? These roles can offer financial rewards and personal satisfaction while allowing you to use your experience to help newer businesses.Adult Children Living at Home: What are the tax and estate planning considerations when adult children live with their parents? Both generations should be aware of these factors when planning for the future of their family home.Loss of Mental Capacity: How can you protect your business and support affected individuals if you or a key member loses mental capacity? It’s crucial to take action to safeguard operations and staff.Retirement Living Options: What new and exciting options are available for retirement living? Multi-purpose and mixed-use rental schemes are gaining popularity, offering flexible and diverse housing options.Predatory Marriage: How can you protect against predatory marriage? Understanding the risks and potential legal changes can help safeguard vulnerable individuals from those seeking financial advantage.By planning ahead, you can safeguard your assets and ensure a fulfilling retirement. It’s important to navigate the complexities of estate planning, mitigate risks, and explore opportunities for a secure and active future.
Delve into our insights and find out how our private wealth team can assist with comprehensive legal and estate planning.
Howard Kennedy campaign: legal estate planning for later life
