Guide to passing on wealth after you die
CPD
Approx.60min
- Describe how to set up an estate properly
- Explain how to pass on a business
- Explain how pensions can be used in IHT planning
Guide to passing on wealth after you die
- Describe how to set up an estate properly
- Explain how to pass on a business
- Explain how pensions can be used in IHT planning
CPD
Approx.60min
Supported by
Introduction
By Ima Jackson-Obot
Coming up with a plan to help your client manage money after they die is a big decision.
Your client will not have to deal with any fallout among beneficiaries, but ensuring that everything is set up properly will give your client the control to leave their assets to exactly who they want.
It will also help to bring some peace of mind.
This guide will explore how to set up an estate properly, how to pass on business interests, how to pass on a pension and how to ensure that trust wishes are kept.
It is worth 60 minutes of CPD.
In this guide
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