There comes a time in each of our lives when we begin to think about putting our affairs in order. More often than not, this is when we are approaching retirement, or experiencing ill health.
Unappealing as the prospect may be, it’s never too early to start the process. And once it’s done, you will need to keep everything under review.
So, what do you need to consider, and how (and when) should you go about it?
Make a will: providing for your family
Inheritance tax planning: PETs
Retirement planning: plan in advance
Care fees planning: consider wills trusts
Funeral planning: talk about your wishes
Lasting power of attorney: who will take care of your affairs if you can’t?
Advance decision: end-of-life care in your hands
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For more information on how the Steeles wills, trusts and tax team can support you and your family and support putting your affairs in order for later life please call 01603 598000 or email firstname.lastname@example.org and a member of the team will be happy to contact you directly.