Foundation Plan

Clear wishes. Organised affairs. Peace of mind. 

The Foundation Plan is designed for people who want confidence that their wishes are clearly documented and that their affairs are properly organised.

For many people, this is the starting point of good estate planning. It provides clarity about who should benefit from your estate, who should deal with your affairs and what should happen in the future.

A Foundation Plan helps ensure that the people closest to you understand your wishes and have clear guidance when the time comes.  Our guide to The Three Biggest Threats to your Family's Inheritance   could be a useful read.