360 Estate Planning

No one enjoys thinking about death; however it is one of life’s certainties.  Ensuring your assets pass to your beneficiaries in the most tax effective manner and without unnecessary disruption to business or personal lives requires careful planning.

360 Financial Vision’s Role

360 Financial Vision will liaise with solicitors who specialise in the law relating to estate planning and estate administration. We are familiar with the roles and duties of executors and trustees of a Will and can discuss these with you.

We are active in supporting your solicitor to:

• Confirm assets and ownership;
• Discuss the benefits of testamentary trusts;
• Prepare documentation for Powers of Attorney and Guardianship
• Prepare documentation for Wills; and 
• Ensure your assets go to family members and their successive generations, and minimise exposure to persons outside the family group