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Estate planning

Planning for the future shouldn’t just cover how your money is managed today, but also afterwards, when the wealth you have accumulated is left to your estate.


Our own mortality may not make for upbeat dinner party conversations, but likes taxes, death is one of life’s certainties, and planning for the future shouldn’t just cover how your money is managed today, but also afterwards, when the wealth you have accumulated is left to your estate.

No matter whether you are extremely wealthy or have achieved more modest goals, good estate planning can prevent unnecessary anguish and hardship for the loved ones we leave behind.

But estate planning goes beyond thinking about tomorrow. It can also outline how you would like your assets to be managed while you are still alive – if for instance, you are incapacitated by illness.

Estate planning can be a complex area – especially if you want to get it right. The good news is that your Mortgage Choice financial adviser can cut to the heart of what is needed for your circumstances, to ensure you have appropriate plans in place to help you manage the present – and the future.

Talk to your local financial adviser today

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