Looking after your money and assets, such as property, is an important step to protect your loved ones. But it's understandable that not everyone is comfortable talking about it.
In a recent estate-planning webinar we shared insight and guidance on how the African-Caribbean community can prepare for the future.
This is what we covered:
- Estate planning
- Life-insurance policies and how they're taxed
- The meaning of 'estate' in relation to inheritance tax
- 'Trusts' and how they relate to estate planning
- Case study: what does this all look like in real life?