WE BUILD A PLAN TO ENABLE YOUR WEALTH TO WORK FOR YOU

ESTATE
PLANNING

Estate planning is not just about making a Will or minimising inheritance tax. It’s about protecting your dependants from uncertainty and preparing the next generation to take on the responsibility of managing wealth. Our estate planning service enables a solid plan, and ultimately aids peace of mind.

Estate planning takes in succession planning, inheritance and other tax burdens, Wills, Lasting Power of Attorney (LPA), debts and money owed, investments, property issues and much more.

NBL advisers ensure that your estate reflects your combined financial position, and plan for your families long-term goals. Taking action to ensure your future tax burden doesn’t compromise your own financial freedom or the security of your dependants.

Succession planning helps you decide how best to move your wealth on to future generations. It includes deciding who should benefit from your wealth, when they should benefit and then carrying out those decisions. Succession planning usually involves making a Will to set out who should inherit your assets. Estate planning among families can be awkward, NBL has experience of asking tricky questions, developing and facilitating a medium and long-term plan.

NBL works closely with a network of trusted solicitors and specialist advisers, providing guidance on gifting strategies, the use of trusts, family investment companies, risk management and asset protection in a world where pre-nuptial and co-habitation agreements are becoming the norm.

BENEFITS OF ESTATE PLANNING

Provide for & protect dependants
Protect your families assets & wealth
Plan for your kids, grand-kids, family & friends
Plan for your own incapacity
Make retirement simpler
Ensure your wishes are carried out
Minimise estate taxes & other expenditures
Avoid conflicts & disputes
Maintain privacy
Make a plan for family & business succession
Achieve your philanthropic goals
Peace of mind

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