Estate planning isn’t just about distributing assets after death. It’s about ensuring your loved ones are protected, your wishes are honoured, and your legacy is used to do exactly as you intended.
Discover how to safeguard your wealth and protect what matters most - your family’s future - with our comprehensive Future-Proof Your Estate webinar. Learn from industry expert Neil McCormick about critical financial planning tools and strategies.
Why Attend?
Estate Distribution:Learn how to create a roadmap for wealth transfer by having a simple Will in place. What happens if you die without a Will. And how to effectively distribute your assets according to your wishes, ensuring a fair and smooth process for your beneficiaries.
Expert Insights:Understand the intricacies of Wills, Trusts, Life Insurance and Lasting Power of Attorney (LPA), and how they form a comprehensive safety net for you and your family and/ or business.
Corporate Succession Planning:Learn how to ensure a smooth transition for your business and cater for estate equilisation. Understand how insurance can play a role in protecting against the loss of a key person and provide business continuity.
