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

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