Estate Planning Checklist

This seminar provides business owners, sole traders and SMEs with essential strategies to safeguard their business assets, minimise tax liabilities (including Inheritance Tax), and ensure a smooth transition of wealth and control to the next generation or chosen beneficiaries, as well as exploring general estate planning strategies.

Estate planning is not just about wealth – it’s about making life easier for those you leave behind, preserving your wishes, and protecting your legacy. Use this checklist to review where you stand today.

– Your Will

– Lasting Powers of Attorney (LPAs)

– Digital Assets

– Business & Legal Documents

– Personal & Financial Review

Book your tickets by emailing: enquiries@pardoes.co.uk

ALTERNATIVELY book Your Free Initial Consultation- Whether you’re just starting out or need a review, we’re here to help. Book your free Estate Planning Review with one of our friendly experts.

Email: enquiries@pardoes.co.uk

Call: 0800 862 0442

Visit: www.pardoes.co.uk