Rydym yn croesawu galwadau yn Gymraeg / We welcome calls in Welsh.
Completing the toolkit tasks will:
- help you collate facts, opinions and goals
- provide a useful record which your family can use as a basis for future discussions
- provide a template for a ‘succession action plan’ which sets out tasks and timelines
- save you valuable time when you discuss your requirements with a mentor and your appointed professional advisers