Close

For investment professionals only. By continuing to use this site, you agree to our T&Cs, Privacy Policy, and Cookies. We have invited leading wealth managers and investment companies to produce and sponsor videos for this website. This is not independent content.

Skip to main content

Glossary

From A to Z, discover clear and concise explanations of key terms, empowering you to make informed decisions in the dynamic world of finance with our comprehensive glossary.

This refers to an on-going process to deal with the management and disposal of an individual's assets in the event of his or her incapacitation or death. The objectives are generally to reduce the risk of any uncertainty over the estate and how it should be distributed, whilst maximising its value through tax mitigation and that of other expenses.