Annual Review
Your life changes. Your planning should change with it.
Estate planning is not a one-off transaction. A plan that was right five years ago may no longer reflect your life, your family or your wishes. Our Annual Review keeps everything current.
Why review?
What has changed in your life in the last 12 months?
Life changes, and an out-of-date plan can be worse than no plan at all. A Will written before a second marriage, a new property, or the birth of a child may not represent your wishes at all.
The Annual Review is not just about updating documents. It's a check across your whole life, Handover, policies, ownership and wishes, to make sure everything is still current and correct.
Events that should trigger a review
Get in touch for a quote
Annual Review
A full review of your planning, documents and Handover.
Get in touch for a quote
TrustCare Membership
Annual review plus ongoing monitoring for clients with trust arrangements.
Keep your plan current.
Get in touch about your Annual Review or start with the free What If? Test to see where you stand today.