---

Building plans that are designed to last

In practice, that means building plans that are designed to last.

#	Principle	What this means in practice
1	Keep it simple	Simple where possible, with fewer moving parts.
2	Structure decisions in advance	Key decisions structured in advance, rather than deferred.
3	Use passive IHT solutions	Passive IHT solutions, such as Business Relief, used where appropriate, to reduce reliance on ongoing client action.
4	Keep Wills up to date	Wills reviewed and kept up to date, so that intentions remain current as circumstances change.
5	Establish Lasting Powers of Attorney early	Lasting Powers of Attorney established while capacity is strong, so the right people are in place to act when needed — without requiring court intervention.
6	Bring families into the conversation	Families brought into the conversation early, with clear lines of responsibility agreed while capacity is strong.