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A practical checklist and clear explanations of the main steps in estate planning and inheritance. Take your first step with confidence today.
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A preview
What is in the guide?
A clear introduction to help you get started, without jargon.
A complete checklist
A step-by-step overview of the arrangements to consider.
Documents explained
Clear explanations of wills, continuing powers of attorney and other authorisations.
Inheritance tax planning
Practical suggestions for reducing inheritance tax within the rules.
Talking with your family
Suggestions for an open and constructive conversation about your legacy.