Panthera Estate Planning

How equity release 🏡 using a lifetime mortgage could help fund long term care in your own home or a care home, and why you should *always* get professional advice from a qualified advisor. https://smpl.is/9r7ri #equityrelease #houseequity #careplanning #InheritancePlanning #EstatePlanning

So, as your golden years/life event approach now’s the time to get your Estate Planning review sorted. I’m here to help guide you through your options. 📞 Talk to me today Protecting your interests ________________________________ Panthera Estate Planning 023 9319 0377 #EstatePlanning #LegacyPlanning #Wills #Trusts #WillsandTrusts

Key points from the chancellor’s Autumn Budget for retirement and estate planning in 2024/25 https://smpl.is/9sp8w #AutumnBudget #IHT #CGT

An LPA gives you two options about stating what you want to happen when your attorneys take over, Instruction and Preferences. Make sure you know the difference before completing the LPA forms. 📞 Call me to discuss setting up your LPA Protecting your interests ________________________________ Panthera Estate Planning 023 9319 0377 #EstatePlanning #PowerofAttorney #BusinessPowerofAttorney #LPA #BLPA

Most people have no plan for digital assets upon death, Which? warns “According to research from Which?, more than three-quarters of people (76%) have no plan for what should be done with their digital assets after they have died, and less than one in five (18%) plan to leave directions on how to access their accounts, while only 3% have included provisions in their will.” Have you sorted yours? #EstatePlanning #LegacyPlanning #Wills #Trusts #DigitalLegacy

We know the autumn budget will involve tough decisions, but without further detail, how far do we need to be prepared to make changes? https://smpl.is/9qn6z #estateplanning #budget

For long-term spouses and partners who are recently bereaved, writing a new will may be the last thing on their minds. However, taking time to review your estate planning and rewriting your Will can help you make the most of your potentially expanded estate and assets. https://smpl.is/9n8ax #willsandestates #willwriting #willsandprobate

To provide for a stepchild after you pass away, you need to make a will and state the provision for the stepchild clearly. Without a Will in place your stepchildren may not inherit anything. #willwriting #willsandprobate #stepchildren #EstatePlanning

Blended Family? Make things clear for your loved ones. ❤️ Estate planning can feel overwhelming, but a little transparency goes a long way! Consider a will that ensures all your children and loved ones are taken care of. https://smpl.is/9iwn6 #blendedfamily #estateplanning