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Wills & Estate Planning Procedures

FREE Guide to Inheritance Tax Planning
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Wills & Estate Planning Procedures are the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries as well as provide flexibility for the individual prior to death.

Wills and trusts are common ways in which individuals dispose of their wealth.

Trusts, unlike wills, have the benefit of avoiding probate, a lengthy and costly legal process that oversees the transfer of assets.

Sometimes, it is possible to make inter vivos gifts (gifts made while the donor is alive) in order to minimise taxes.

Planned estate and inheritance planning will allow you to preserve your assets and distribute them in the manner that you wish whilst at the same time minimising taxes.

The broad method of our will and estate services is outlined below.

  1. Client makes an enquiry to Pryce Warner
  2. We will then contact you and discuss your planning goals and which country you plan to retire in so we can find the best combination of services for you.
  3. If you already have any services set up relating to wills or estates we will arrange for an LEA (letter of authority) to be sent to you so that you Pryce Warner is able to manage your estate.
  4. Client decides on trustees and executors.
  5. Client comes in for a meeting to arrange and sign documentation.
  6. Pryce Warner will then ensure that all the necessary finalisations are in order, so you can enjoy peace of mind.