ESTATE PLANNING

Services > Estate Planning

Estate planning is a subject that many of us don’t like to think about. It’s not the most exciting part in sorting out your finances but in its simplest form, it’s all about ensuring peace of mind. After a lifetime of building wealth, you’ll need to ensure that your hard-earned wealth is passed on to your family or beneficiaries in the most effective way.

An effective estate plan will ensure that….

Any tax payable is minimised
The ownership of assets passes to the right beneficiaries
The assets are protected if any beneficiary has any legal issues.

Financial planning is all about ensuring that your finances are all sorted, so you can have peace of mind and continue living your life without financial stress. This involves planning for the event of your passing. Estate planning is as essential as the other parts of financial planning and shouldn’t be done at the last minute.

With family units becoming increasingly complex, estate planning has become even more vital in today’s society and often can involve more than a will. It can be quite a complicated process without a professional by your side. That is why it is recommended that you seek professional advice to assist you with planning, and implementation once you have considered your options.

With Sheffield Financial Advisory you’re in the right hands. Our team of experts will guide you through the increasingly complex world of estate planning and ensure that wishes will be remembered in the event of your passing.