Private Wealth: Estate planning
In this current climate it can be hard to know how best to manage your affairs to protect your family, to leave a legacy or to ultimately have peace of mind.
We understand that the law is confusing as there is so much information and misinformation available - This page contains a wealth of information designed to help you navigate your way through.
BLM, Alexander & Co, and Xentum have collaborated to develop a webinar focusing on “Organising your personal and family finances as you would your business”. Experts in the fields of private client law, tax advisory and financial planning discussed how to use business skills to create and manage a family legacy.
Useful topics covered include advice on how to build assets for future income, how to minimise tax through effective family succession planning, how to ensure wills remain robust and how to retain control beyond your mental capacity with lasting powers of attorney.
To view the webinar, please click here.
To read our complimentary guide to Wills, fill in your details and download the PDF here.
BLM's four stage estate planning journey
We understand that the law, especially when it comes to Wills, is confusing and there are many popular misconceptions. Our aim at BLM is to guide you through the Estate Planning process so that you ultimately ensure that your loved ones are looked after and that you receive peace of mind.
The client experience is at the heart of what we do at BLM. We have designed our client journey so that you are able to get the most of our time together.
BLM, Partner. James Beresford has also recorded a vlog specifically discussing ‘Wills and estate planning’. Please view below:
If you would like further advice please call us on 0203 507 1609 or email a member of the team, we would be happy to help and have a conversation with you.