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ARTICLE · 04 AUGUST 2023

Practical Considerations For Your Estate (Video)

From having somewhere safe to store your passwords, to talking to your family about your funeral preferences, and the difference between a Power of Attorney...

United KingdomFamily and Matrimonial

In our final Life and Estate Planning video, Donna Mahoney discusses all the important practical considerations that you should think about when making these key decisions.

From having somewhere safe to store your passwords, to talking to your family about your funeral preferences, and the difference between a Power of Attorney and an executor, we ensure that you are equipped with the knowledge to start planning effectively.

If you have a question regarding anything mentioned in the video, or would like support with your Life and Estate Planning, you can contact Donna using the form below.

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Transcript

Interviewer:

"Clients often ask us if we have a checklist for end of life planning. Our main categories include finances, so Inheritance Tax (IHT) planning, keeping a list of assets and savings..."

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