Personal priorities, with a longer view
Planning starts with the people and intentions that matter to you. Family circumstances, assets and connections to other countries help frame the next steps.
Before your visit
Prepare an overview of assets, family relationships and existing planning documents.
A few useful answers
Can we discuss making a will?
The first meeting clarifies your intentions and which details need further consideration.
What if I hold assets abroad?
Mention this at the outset. Coordination with independent advisers in the relevant jurisdictions may be needed.