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Wills, Estate and Succession Planning

Protecting your assets and your family

Creating wealth through saving and well-managed investments is just one part of a properly structured financial plan. True peace of mind comes with knowing that your assets, your lifestyle and your family are protected in the case of an unexpected illness or death.


Wills

Surprisingly, many people do not have a will – this can leave the surviving family in serious financial hardship as the estate must pass through the legal process of probate. A Probate court will ultimately decide who should inherit the assets of the estate based on their assessment of the deceased’s wishes, not the family. For any family this is the worst scenario that can happen.

No matter what your financial net worth if you have a family, a property or assets in several countries, a will is an essential document to ensure you decide who will ultimately benefit from your estate.


Simple and inexpensive process

Depending on the size, complexity and geographical distribution of your asset portfolio and the number of beneficiaries, the creation of a will is usually a straightforward and inexpensive process. Multi-jurisdictional wills can be more complex, but they are still a minor inconvenience compared to the years of administrative difficulties and financial burden that dying intestate can cause your heirs.

iFS, in conjunction with a number of respected law firms, can advise on all aspects of preparing, reviewing, completing and updating your will. If you require assistance in this area please contact your existing adviser. If you do not currently have an adviser, please do not hesitate to contact us. You can email us with your details and one of our advisers will contact you shortly.

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