Zoe Sivelle, a Solicitor at Taylor Walton, and Marcus Maisey, an independent Financial Advisor at KDW, join Nick Coffer to break-down the critical aspects of financial and legal planning, focusing on Trusts, Wills, and Lasting Powers of Attorney. They explain the importance of selecting the right type of Trust—such as Life Interest and Discretionary Trusts—and choosing the right Trustee to ensure your Estate is managed according to your wishes.

They also emphasise the necessity of having a Will and Lasting Powers of Attorney in place to protect your assets and ensure your affairs are handled properly if you become incapacitated. They discuss common Estate planning mistakes, like failing to store documents securely and not planning for potential family disputes over inheritance. Marcus highlights how proper planning not only protects your loved ones from legal battles but also prevents emotional strain.

The episode serves as a guide to securing peace of mind by making thoughtful decisions about your Estate and ensuring your family is taken care of in the future.

Disclaimer: This podcast is for informational purposes only and should not be considered legal advice. For specific legal guidance, please contact your solicitor or reach out to one of our team members.

For more information, go to www,taylorwalton.co.uk

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