Take control of your future with the Guide to Trust & Estate Planning – Securing your legacy, a comprehensive guide for the 2026/27 tax year.
Our latest publication explores how thoughtful estate planning goes far beyond simply writing a Will – helping you structure your wealth effectively, plan for later life, and ensure your wishes are clearly carried out. It outlines the key considerations around Inheritance Tax and why taking action early can make a meaningful difference to the value you pass on.
Inside, you’ll discover how trusts can be used to protect assets and provide for future generations, alongside practical guidance on gifting, allowances, and planning for incapacity through Lasting Powers of Attorney. The guide also touches on more complex areas such as business succession and evolving family needs, giving you a well-rounded view of how to safeguard your legacy in a changing financial landscape.
Start planning with confidence today – read the full Guide to Trust & Estate Planning – Securing your legacy, a comprehensive guide for the 2026/27 tax year, and speak to a Dartington Wealth adviser about putting the right plans in place for you and your family.