Estate Planning

You’ve worked hard for many years, so it’s only right that you’ll want to protect your wealth as much as possible. What’s more, you’ll want to make sure the right amounts are passed to the right people. This is where estate planning comes in.

Estate planning is about protecting your assets, making sure the amount of tax your estate will pay is fair and covers everything from your will and appointing a power of attorney to creating trusts and taking advantage of the exemptions on offer. No two people’s estate will be exactly the same so no two solutions will be exactly the same, that’s why our experienced estate planning professionals treat each and every client with the care and attention they deserve.

We’ll go through the details with you in person and in plain English, to help you understand your options. We have many years’ experience in helping individuals and families calculate and limit their Inheritance tax (IHT) liability so that your loved ones don’t end up paying more than they need to. From life cover to help your estate with the cost of paying an inheritance tax bill, to making recommendations on how to limit or even prevent IHT, we’ve established an enviable reputation for helping clients make the most of their money both now and after they’ve gone.

If you’d like to find out about how you can leave your loved ones a financial legacy, get in touch with us on 01621 842 808.

A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
INHERITANCE TAX AND TAX PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.