How to Protect Family Wealth Through Smart Estate Planning

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Protect Family Wealth with Fortis Rose

Estate planning is about more than writing a will – it is about protecting your wealth and making sure it benefits the right people in the right way. Here are some strategies families can use:

Drafting a will that works

A well-drafted will ensures your wishes are respected. Without one, intestacy rules apply, which may not reflect your intentions. Regularly reviewing your will is just as important as writing it.

Using trusts for flexibility and protection

Trusts can shield assets from disputes, preserve wealth for future generations, and provide flexibility in how and when beneficiaries receive support.

Inheritance tax planning

With careful planning, it is possible to reduce inheritance tax liabilities. Strategies include lifetime gifts, reliefs for business or agricultural property, and structuring ownership efficiently.

Powers of Attorney

Planning ahead with a Lasting Power of Attorney ensures that trusted individuals can manage financial or health decisions if you are unable to.

How Fortis Rose can help: We provide tailored advice to help families secure their wealth. From drafting wills to creating trusts and advising on tax, we make the process clear and manageable.