Challenges and complexities of estate planning
15 Mar 2024

Tim Davies (YouTube video) recounts a first client meeting where the clients described their situation as complex. The couple are married with no children and hold approximately £5 million in assets, mostly in offshore share options. They want to establish a charitable trust to benefit several animal charities; the case is more complex than the basic estate-planning course the speaker had taken.
Questions this video answers
£5 million
Mostly held in offshore share options
A charitable trust to benefit multiple animal charities











