Funds Insider - Opening the door to funds

Welcome to the Citywire Funds Insider Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error

Estate plannings firms?
Amy Holand
Posted: 03 March 2025 12:34:25(UTC)
#11

Joined: 04/02/2025(UTC)
Posts: 3

Estate planning can definitely feel overwhelming, especially if you’re dealing with cross-border issues or diverse assets. In addition to seeking a solicitor with specialized estate planning credentials (like a STEP member), it might help to organize how you’ll manage any financial transactions connected to your estate—for instance, distributing funds across different jurisdictions or paying fees to multiple service providers. I’ve seen some families use Corefy to keep track of multi-currency transfers and streamline payouts, which can reduce the administrative burden. Still, the most important step is to get solid legal guidance first, then layer in any financial tools that fit your specific needs.
2 PagesPrevious page12
+ Reply to discussion

Markets

Other markets