What is Estate Planning?

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Estate planning is about making sure your assets, like money, property, and possessions, are passed on smoothly and tax-efficiently when you pass away. It’s also about making your wishes clear and protecting your loved ones from unnecessary stress. It can include: - Writing or updating your Will - Managing Inheritance Tax - Setting up trusts - Making gifts - Arranging Powers of Attorney

 

Why It Matters

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Without a plan, your estate may face legal delays, higher taxes, or family disputes. The rules can be complex — and that’s where we come in.

How We Can Help

 

At Mosaac estate planning is one of our key areas of expertise. We offer clear, tailored advice to suit your personal circumstances, no matter how simple or complex. We’re here to help you make informed decisions and secure peace of mind for you and your family.