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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.