This will depend on how often your circumstances change.

Here's a good rule of thumb:‍

• You should update your estate plan every five years, or whenever a significant life event occurs.
• Consider any "significant life event" as a "change in circumstances" which then triggers the need to update your estate plan.

Here are some examples of a change in circumstances:

• buying a house
• starting a business
• birth of new child
• birth of grandchildren
• getting a divorce
• being diagnosed with a serious medical condition
• winning the lottery
• receiving an inheritance
• etc.

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Need to know more or you’d like to discuss your options?

Simply book an appointment with one of our consultants

Alternatively, call us on 01233 659 796.