Estate planning involves action on many fronts. Some bring immediate benefits, such as mitigating your tax burden. Others, like investments and pensions, for instance, look to generate income and/or capital to meet future needs. While estate planning and trusts seek to pass on the benefits of your wealth to future generations. All demonstrate the holistic approach Equity Trust takes to meeting your future security requirements.

Our starting point for any plan of action will always be your current situation and your aims, especially those connected with your later years and with how you want to share your wealth among your beneficiaries. The key to successful planning lies in the initial meetings between you and your dedicated Equity Trust relationship manager. Once we have explored all relevant facts, we can then help to devise strategies that will achieve your goals long into the future.

The purpose of estate planning is to create a route map that will help ensure that your hard-earned wealth is fully protected in your later years or, in the event of your death or disability, that it is passed on smoothly and efficiently to your chosen beneficiaries. There is naturally a close connection between estate planning and investment and tax planning.

Working with the appropriate experts, who can either be nominated by yourself or who will be tried and trusted specialists known to us, Equity Trust can handle both the planning and implementation of your estate, in part or in its entirety. Such matters are usually very personal and are always handled with complete discretion and sensitivity.