Estate planning can range from advising on a Will leaving everything to a spouse to a complex "offshore" tax avoidance scheme

Estate Planning is a combination of:

• Financial planning
• Lifetime giving, outright and/or into trusts
• Will drafting

Estate planning has the following aims:

1. The provision of financial security for yourself and your family

2. The avoidance of tax

Some ground rules

The objective is to plan affairs so that your property is enjoyed by your family to the best advantage. Remember that in achieving this, the avoidance of tax is only one of many aspects to consider.

Please select this link to view guidelines on the following aspects of Estate Planning

• How much to give away
• What to give away
• How to give away
• Gifts into trust provide flexibility