Implementing your Estate Plan

 

Closing this three-parter, Sarah interviews Simon Bullock and Wilson Wright Tax Director Steve Day, about what happens when a beautifully crafted Estate Plan hits the reality of implementation. How do you maximise tax efficiency while funding your lifestyle? What is the best age to start planning and how often should you review? How do you avoid leaving a mess for your loved ones to deal with? Press play to find out. MBMA should not be considered advice.