Talk about your plans while you can explain them

Conversations about Pensions and Inheritance can feel awkward. Yet a few calm discussions can help your family understand what is in place and where to start when they need it.

You do not have to disclose every balance or promise an Inheritance. Start with the people to contact, where the important documents are kept and the purpose of your arrangements.

Our free guide offers practical ways to begin that conversation and explain decisions that might otherwise leave your family with questions.

Inside the guide, you’ll find:

• Simple opening words and five conversations worth having.
• Explaining the roles of Executors, Attorneys and Trustees.
• Discussing lifetime giving, trusts and fairness across the family.
• Questions to ask and a Family Conversation Planner.

Download the guide and plan a conversation that helps your family feel better prepared.

General information only, not personalised Financial, Tax or Legal Advice. Tax treatment depends on individual circumstances and may change.