TechTalk: Leaving a legacy – where there’s a will there’s a way

An aspect of our lives, one which is often difficult to face, is our own mortality. We know none of us will live forever, we know it is inevitable - however, with improvements in medical science, the good news is that we are living longer than in previous years.

When we get over the stumbling block of mortality, it is important to determine what would happen in the event of our death: what happens to the assets that we own and who would receive them? Is there provision made for the future wellbeing of our loved ones, their care and their needs? How are Protection policies structured? And what are the advantages of including them in a Will?

Learn about Will planning, the use of Discretionary Trusts and the management of Discretionary Trusts with an Investment Bond in our TechTalk.

Additionally, we have relaunched our Inheritance Tax Guide and our Inheritance Tax Calculator.

If you have further questions on any aspect of this briefing, please contact your Broker Consultant or the TechTalk Team on 01 209 2020 or techsupport@zurich.com.