Factsheets

You’ve probably reached this page from a link we’ve provided to download factsheets on important financial planning, accounting or legal topics.

Clicking on the relevant factsheet name below will download a copy for you to read or print. 

If you have any other questions, please ask your usual contact at our office or enquire here and we’ll be delighted to help you. 

The factsheets are listed in alphabetical order.

Appointing An Executor
download file
Dealing With Tax After Someone’s Death
download file
Digital Legacy Planning
download file
Executor Duties – What You Need to Know
download file
Lasting Powers of Attorney – Why Would I Need One?
take a look
Planning your Funeral
download file
Registering a Death
download file
Reviewing Your Will
download file
Why Make a Will and What Should It Include?
download file

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