Description
Contact Price Bailey
There are many considerations to bear in mind when planning and making decisions for your life and estate. In this series of short videos, Heidi Berry and Donna Mahoney discuss the different areas you should be thinking when doing so.
In our first video, Heidi and Donna discuss the topic of end of life planning and why it is important to plan for this as early as possible, even though it can sometimes be uncomfortable to do so.
This video covers:
- What end of life planning is and why it is important,
- who should be considering this,
- what concerns around finances you may have.,
- whether the joint ‘owner’ of a bank account can access funds after the other person passes,
- whether there are any assets that someone left behind can access quicker compared to waiting for probate,
- and if life insurance funds are subject to Inheritance Tax (IHT).
If you have any questions regarding life and estate planning you can contact Heidi or Donna using the form here: https://www.pricebailey.co.uk/enquiry-form/
