Estate planning is the act of arranging your estate to ensure that your financial affairs are handled efficiently, both in life and after your death. It involves preparing documents such as a Will, Trust, Power of Attorney or any other document that will direct the handling and protection of your assets during your lifetime or after your death.
At Harrogate Estate Planning we can help create a bespoke plan for you to ensure it is your loved ones that benefit and retain that benefit, providing you with protection, certainty and peace of mind.
How Can We Help You?
What Risks Does Your Estate Face?
SOME BASIC FACTS
Everyone should have a Will, but 2 out of 3 people have not yet made a Will, and those that have may not have the correct Will in place.
If you own a business or a share of a business, your spouse / partner and children may not inherit your share of a business.
A large proportion of any inheritance could be lost in future divorce settlements, to creditors or bankruptcy and taxation.
An estimated 70,000 people per year have to sell their homes to pay for care.