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Introduction to estate planning

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?

You can now watch the webinar on demand with anytime access:

For more insight and guidance, get in touch with the panel: