spreading peace of mind...


My Estate Planning Expert's mission is to make end of life financial planning easy to understand.

Estate planning is the process of reviewing your finances and circumstances, taking into account your family commitments, to ensure that your wishes are honoured and your family are clear on your intentions regarding:

  • How your end of life care is managed
  • How your funeral is arranged and paid for
  • How your wealth is shared when you die
  • How your loved ones are provided for when you die

Your estate plan will provide you with the necessary financial security for your family and the peace of mind that everything is taken care of. Whether you have a simple family structure or more complicated issues and concerns, it will spare your loved ones from unnecessary emotional and financial stress after you die.

In this section you can learn:

Did you know?
There are legal ways to reduce the Inheritance Tax your family have to pay when you die.