Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life.

It helps to eliminate uncertainties over the administration of your estate and can maximize it’s value by reducing taxes and other expenses. Guardians are also often designated for minor children and other beneficiaries.

Stonegate can refer you to a solicitor to help you establish appropriate wills and advise you on tax-effective estate planning strategies like testamentary trusts.

Stonegate’s financial advisers can also help you to implement an insurance portfolio to ensure that your family is adequately provided should your death occur.

Insurances are also useful if you need additional funds to equalise payments to beneficiaries without selling key assets.