Estate Planning can possibly be the most emotive of financial planning subjects. A financial planner will be able to bring a strong degree of objectivity and personal experience to the discussion. In many cases Estate Planning is a trade off between ready access to your assets and tax-efficiency and succession planning. Your financial adviser will be invaluable in helping you assess where in this balance you find yourself. Moreover, they’ll be able to access products and suggest scenarios and strategies you may not have considered.
Getting an expat, or offshore-specialist financial professional will mean empathy and specialised knowledge with your specific situation. When the time comes for a recommendation, the adviser will take all sentiment out of the equation and give you genuine and impartial advice on estate planning.
For a more detailed explanation of what an IFA is and what they do, please see our section on IFA’s.