Estate Planning

Estate planning is simply the exercise of organising your affairs to ensure that your assets are passed on to the people (beneficiaries) that you choose to receive them. This can be while you are still alive or upon your death.

Unfortunately, many people overlook this very important area of financial planning, which can end with assets passing to family members that you did not intend to benefit or worse still, the taxman.

The problem is that many believe estate planning to be a very complex area of financial planning, whereas other people don't want to think about their mortality, let alone plan for it. The truth is that estate planning can be as straightforward for some as arranging a will or even getting married.


There are obviously times when estate planning becomes more complicated, for instance in attempting to reduce (mitigate) an Inheritance Tax liability or plan for possible long term care. 


Whether your affairs are simple or complex, it is worth getting advice in order for your wishes to be protected rather than leaving your assets at risk. 


Click on the following links for more information or contact us to discuss your estate planning requirements. 

Regent House

Mitre Way


East Sussex TN33 0BQ

T: 0800 195 1066

M: 07925010865

help with care, care fees, nursing home costs, independent financial advice, IFA, SOLLA, pay for care, pension, inheritance, equity release, retirement, east sussex care, NHS continued healthcare, power of attorney, care funding, drawdown

  • Facebook Social Icon

Later Life Choices is a trading name of Prism EBC Ltd   which is authorised & regulated

by the Financial Conduct Authority.

Registered in England and Wales No. 9171884.

Regent House, Mitre Way, Battle, East Sussex TN33 0BQ. 

Jeremy Over is an accredited Later Life Adviser and member of SOLLA.