Estate Planning

It’s never too early to think about estate planning, especially if you’re determined to make sure your loved ones benefit when you pass away. There are a number of steps that need to be taken in order to ensure your assets are properly distributed according to your exact wishes, and the team at Scott Fyffe Wealth Management can guide you through every decision, every piece of documentation and every possible outcome. It’s reassuring to know that specialist help from experienced professionals is so readily available.

Whether you plan to leave everything to a single person, usually a spouse, or you plan to divide up your assets among a group of relatives and/or friends, we can put your mind at ease by making sure it will happen in line with your instructions. Your assets can include a number of items, including properties, vehicles, artworks, stocks and shares, pensions and life assurance policies and, perhaps, debts. You may already have a clear idea of what will go to whom, but whether you have or not we will discuss your needs and turn them into reality.

Many people think effective estate planning is simply a matter of writing a will, but there are  several other issues that will need to be taken into consideration as well. They can include guardianship for any dependants you might leave behind, protecting yourself against inheritance tax, trust funds and gifts for family and friends, power of attorney, naming an executor, potential issues with probate, proposed charitable donations and perhaps your specific funeral arrangements. Here at Scott Fyffe Wealth Management, we have the knowledge and experience to make sure your estate planning is smooth, effective and easily managed.

While some people will often seem reluctant to talk openly about the future of their family’s welfare after they’re gone, it’s worth remembering that you will have worked hard all your life, and that you’ll want to make sure they’re provided for. Arranging effective estate planning is the sensible thing to do, because it brings you the peace of mind that comes from knowing you’ve done all you can to protect the people you care about most. Planning what happens to your assets after you’re gone isn’t morbid, it shouldn’t be seen as superstitious and it isn’t a case of tempting fate; it’s a sensible approach to the management of your assets to bring the most benefit to those who really matter to you.

Here at Scott Fyffe Wealth Management, we’ve developed a reputation for straightforward advice, excellent financial products and ethical services. We can help you through every aspect of your estate planning, so please call today on 01382 721 191, or if you prefer you can use the online form on our Contact page. We hope to be helping you in the very near future.

*The Financial Conduct Authority do not regulate estate planning and will writing.