Overview

Sanctuary Estate Planners are here to help you and your family to ensure you have an estate plan in place that will express your wishes and won't break the bank Much of our life is spent accumulating possessions, buying a house, saving for the future, planning for retirement and collecting ‘priceless treasures’ that have more sentimental than intrinsic value. It is only natural that you would want to pass those things on to the people that you care about most. Making sure that you’ve made plans for after you’re gone can give you peace of mind. It’s not nice to think about but it means that your loved ones can carry out your wishes and be protected from inheritance tax. To make sure that you’re prepared, we’ve put together this guide to cover the basics and help with some of the jargon. Estate planning allows you to put down in words what you want to happen after your death. It’ll really help the people you leave behind to know exactly what you wanted and make it easier on them. Making an estate plan also means: • letting family and friends know where you keep your will. • listing everything you own and your total debts. • recording all the gifts that you’ve given in the last seven years to make sure you don’t pay too much tax on your estate. • making sure your funeral preferences are known by your family. • Making a difficult time for family and loved ones that little bit easier