Estate Planning Brochure
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<strong>Estate</strong><br />
<strong>Planning</strong>
unique estate planning proposition does more than simply<br />
Our<br />
to minimise the effect of inheritance tax on your estate.<br />
look<br />
is intended to assist while you are alive by providing answers<br />
It<br />
critical questions such as how much of your wealth you need<br />
to<br />
retain for your own benefit and long-term care, as well as<br />
to<br />
much you could afford to gift now and in the future.<br />
how<br />
protects dependents and survivors not just by establishing<br />
It<br />
needs and advising how these can be protected, but<br />
their<br />
a bereavement service designed to guide and advise<br />
through<br />
immediately following a death. Where necessary, we<br />
them<br />
you to trusted professionals able to undertake drafting<br />
introduce<br />
complex wills, trusts and power of attorney arrangements,<br />
of<br />
of whom has been subject to our own vetting and due<br />
each<br />
diligence.<br />
Leabold, you pay only for advice. The cost of the service is<br />
With<br />
enabling you to pay by fee or recoup any additional<br />
fixed<br />
Who is this service for?<br />
commission that arises from establishing financial products.
would your loved ones manage if the worst were to<br />
How<br />
to you? When a family member passes away it can<br />
happen<br />
difficult to consider practical matters. However, urgent<br />
be<br />
is necessary to prevent delays, overpayments, and<br />
action<br />
the death<br />
Registering<br />
the death certificate<br />
Obtaining<br />
the funeral<br />
Arranging<br />
the Will<br />
Locating<br />
Government departments<br />
Notifying<br />
insurance, pension,<br />
Notifying<br />
investment product providers<br />
and<br />
banks / building societies<br />
Notifying<br />
the estate<br />
Distributing<br />
counselling<br />
Bereavement<br />
can be made directly or<br />
Payment<br />
from financial products we<br />
deducted<br />
you elect to pay via commission, any<br />
If<br />
we receive above our fee tariff<br />
excess<br />
offset against future review costs if<br />
is<br />
ongoing service is taken up.<br />
an<br />
Bereavement Support Service<br />
possible fees.<br />
Leabold offers support with:<br />
Our Fees<br />
arrange on your behalf.
Contact us<br />
Management Holdings Limited,<br />
Financial<br />
in England and Wales, Company<br />
registered<br />
01443 749991<br />
info@leabold.co.uk<br />
www.leabold.co.uk<br />
Financial Management Limited,<br />
Leabold<br />
in England and Wales. Company<br />
registered<br />
Registration No. 05173817.<br />
A wholly owned subsidiary of Leabold<br />
Registration No. 8296996.<br />
Authorised and Regulated by the Financial<br />
Conduct Authority.
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