Our goal is to help you to keep up to date with your own estate planning and it is important to have continuity of advice at each important stage as you go through life. So, when should you review your ‘estate planning’?
That really is a matter for you. We will discuss this with you at your next review. Suffice to say that we are here to advise you on a more regular basis to ensure you have peace of mind knowing that what you have in place is compliant, appropriate and up to date.
If you’d like a chat to see how I can help, please get in touch.