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Protecting what’s important: Estate planning strategies

Estate planning
Wealth preservation
Estate planning

Protecting what’s important: Estate planning strategies

Apr 28, 2022

In this two-part special in our ‘Protecting What’s Important’ series, experts from our Wealth Planning and Advisory team – Managing Director Karina Challons and Director Paul Bradshaw – map out key estate planning strategies. Listen as they explore where to start when beginning your strategy, how to ensure the estate passes in the way you desire (especially in cases of unexpected death) and lifetime planning.

Estate planning strategies: Part 1 Watch the video: Estate planning strategies: Part 1
In Part 1, Karina and Paul focus on the best starting position from which to begin an estate planning strategy. They explore the various options available to clients before moving on to discuss asset protection and control, putting your estate into trust and inheritance tax planning.
Estate planning strategies: Part 2 Watch the video: Estate planning strategies: Part 2
In Part 2, Paul and Karina’s conversation moves to lifetime strategies, including gifting and asset conversion. They also explore the position for clients who are UK resident but non-domiciled, and those who are not yet deemed domiciled. Most importantly, they recommend that clients think about their vision for their wealth and future generations, as well as their own current and future financial needs.

This material is issued by HSBC UK Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. It has been issued for your information purposes only.

Please note that HSBC does not provide tax or legal advice and clients should seek professional advice from their tax advisor. Any reference to tax is based on our knowledge of the current and proposed tax regime and is subject to change.

In the United Kingdom, this document has been approved for distribution by HSBC UK Bank plc whose Private Banking office is located at 8 Cork Street, London, W1S 3LJ.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of HSBC UK Bank plc. Copyright© HSBC Private Banking 2024. 

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