Estate Planning

Estate Planning

At Continuum Wealth, we view estate planning as a vital expression of your life's narrative, intertwining your personal values with your financial legacy. Our role is to guide you through this journey, ensuring that your assets are managed and distributed in alignment with your deepest intentions.

Estate Planning: A Collaborative Approach

Our empathetic approach to estate planning starts with understanding your unique story and aspirations. While we don't offer will creation or power of attorney services directly, we collaborate with estate planning attorneys to provide a comprehensive estate planning experience.

Core Elements of Our Estate Planning

Tailored Financial Planning: Crafting personalised strategies that reflect your life goals.

Asset Management and Growth: Focusing on nurturing and growing your wealth.

Family Dynamics and Guardianship Considerations: Harmonising your estate plans with family needs.

Strategic Referrals for Wills and Power of Attorney: Partnering with legal experts for these critical components.

Our Estate Planning Services - Wills, Trusts and Estates

Holistic Wealth Management: Integrating estate planning with your overall financial strategy.

Guidance on Trusts and Estate Structures: Expert advice on the effective use of trusts.

International Estate Considerations: Navigating cross-border estate planning complexities.

What to Do When Someone Dies: A Step-by-Step Guide

  1. Register the Death: Officially register the death within 5 days (8 days in Scotland).
  2. Tell Government About the Death: Use the Tell Us Once service to report the death.
  3. Arrange the Funeral: Plan the funeral based on the deceased's wishes or family preferences.
  4. Check Bereavement Benefits: Manage changes to benefits, pensions, taxes, and seek bereavement support. Check immigration status if applicable.
  5. Value the Estate and Check Inheritance Tax: Determine if Inheritance Tax is due by valuing the estate.
  6. Apply for Probate: Legal process for estate administration. Executors named in the will should apply for a Grant of Probate. 
  7. Deal with the Estate: Distribute the estate according to the will or intestacy rules.

Our Clientele

We serve a diverse range of clients, each with unique estate planning needs. Our bespoke services cater to families, business owners, and individuals.

Continuum Wealth's Unique Approach

Empathetic and Comprehensive Analysis: Delving deep into your financial and personal world.

Customised Strategy Development: Blending your personal desires with sound financial planning.

Adaptive and Forward-Thinking Planning: Evolving your estate plan to reflect life changes and market dynamics.

Why Choose Continuum Wealth

Expertise and Experience: Our independent financial advisers, complemented by our network of legal experts, bring extensive experience in holistic financial planning.

Client-Centric Approach: Your story, family, and future are at the heart of our service.

Integrated Financial Solutions: Offering a comprehensive approach for a harmonious estate plan.

Partnering with us for your estate planning is a step towards immortalising your life's story. We are committed to crafting an estate plan that captures the essence of who you are.

Continuum Wealth - Estate Planning

At Continuum Wealth, estate planning is a commitment to honoring your life's journey. We invite you to begin this meaningful process with us, ensuring that your legacy endures. Connect with us to bring your vision for the future into reality.

 

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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.