Estate Planning Can Be Simpler—Here’s How

Inviting your heirs to talk about your estate plan is difficult, but can have great benefits, such as:

• Having your wishes, wants and needs heard
• Reducing the inheritance tax you—or your beneficiaries—will pay
• Determining what is included in your estate

Our goal in sharing these estate planning tips is to help you feel more assured in the future of your assets. It is also an opportunity to showcase how we think about money management. Fisher Investments and its subsidiaries use a proprietary investment approach based on empirical data and careful analysis—even when it seems to go against conventional wisdom. If you like what you’ve read, have questions or simply want to learn more, we invite you to call us at 0800 144 4731. For qualified investors with £250,000 or more in investable assets, we would be happy to arrange a free consultation with one of our investment professionals. Of course, there is no obligation for these services.

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