The complete guide to estate planning

By Rebecca Best

Tax and estate planning, Wills, trusts and probate

28th February 2024

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Estate planning – too important to put on hold

The complete guide to estate planning can help you to control what happens to your estate after you pass away.

Estate planning is often put off or even forgotten about, but leaving things too late can result in surprising or unwanted consequences for your loved ones.

This guide will help you to prepare an effective plan to control what happens to your estate when you are no longer here.In this guide we cover the benefits of planning early, the importance of having a Will and Lasting Powers of Attorney. We also offer a detailed guide into how inheritance tax (IHT) works, and how you can structure your financial plan to mitigate the effects of this.

Guide You and yours – estate planning

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Rebecca has experience of dealing with a broad range of private client matters including Wills, Lasting Powers of Attorney, Court of Protection work, the administration of estates, tax and succession planning, and the administration of trusts. Rebecca advises a wide range of clients including high net worth individuals.

Rebecca joined Progeny in 2015 having previously trained at Gordons LLP. Rebecca is a fully qualified member of STEP (the Society for Trust and Estate Practitioners).

In her spare time Rebecca enjoys travelling and taking her dog for walks in the Yorkshire countryside.