Family financial planning

Wills and estate planning

Help your family understand your wishes and make important information easier to find.

Practical things to consider

A valid will can record who inherits and who administers the estate; legal rules vary by UK nation.

Parents can express guardianship wishes for minor children.

Consider pension beneficiaries, insurance nominations and powers of attorney with professional guidance.

Let appropriate people know where important documents are stored.

Does a will control pension benefits?

Not always. Pension scheme rules and nomination forms may determine how benefits are considered.

Remember: This is general education, not personal financial, investment, tax or legal advice. Rules and product terms can change.

Browse the guides, write down your questions and use our shared contact page when you are ready.