Estate Planning at UNITY 2B3
Estate Planning

Protect your legacy.

Estate planning isn't just for the wealthy — it's how you make sure the people you love are looked after. UNITY 2B3 helps you learn wills, inheritance tax, power of attorney, trusts and life cover, with free tools to estimate IHT and track your net worth.

What you'll learn

Go beyond the calculators — master estate planning

The high-impact topics our courses, tools and community cover in depth.

1

Writing a will

Making sure your wishes are clear, valid and followed.

2

Inheritance tax planning

Understanding IHT and the allowances that reduce it.

3

Power of attorney

Who decides if you can't — and how to set it up.

4

Trusts explained

The basics of protecting assets for your family.

5

Life cover

Working out the protection your family would need.

6

Tracking your net worth

The full picture of what you own and owe.

7

Gifting & allowances

Passing on wealth tax-efficiently, in good time.

What you get

Everything in one place

Understand inheritance tax

Estimate potential IHT so there are no nasty surprises.

Track your net worth

See everything you own and owe in one place.

Plan life cover

Think through the cover your family would actually need.

Free estate planning tools

Put it into practice — jump straight into the calculators, free.

FAQ

Estate Planning questions

What will I learn?
The essentials of wills, inheritance tax planning, power of attorney, trusts, life cover, net worth and tax-efficient gifting.
Is this legal or financial advice?
No. The learning and tools help you understand and estimate; they don't replace a qualified solicitor or financial adviser.
Is it free?
Yes — the tools and learning are free with your UNITY 2B3 account.
Real members

What UNITY members say

★★★★★
“I finally understand inheritance tax and I’ve sorted my will. A huge weight off my mind knowing my family’s protected.”
Sue P.Sue P.Sheffield
★★★★★
“The net-worth tracker gave me the full picture for the first time — everything in one place.”
David R.David R.Leeds
★★★★★
“Not just for the wealthy — it’s for anyone who loves their family. I wish I’d done it sooner.”
Marcus B.Marcus B.London

Start learning estate planning — free.

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