Posted: January 2017
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.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
TAX TREATEMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
THE FINANCIAL CONDUCT AUTHRORITY DOES NOT REGULATE TAX PLANNING AND LEGAL SERVICES
Don’t forget that you only have until the end of the tax year (Monday 5 April) to invest tax efficiently by using your Individual Savings Account (ISA) allowance If you have
Read MoreIt comes as no surprise to find out that UK savers struggled to prioritise their pension in 2020, with over half (51%) saying they were unable to save sufficiently for the
Read MoreOur vulnerabilities have been laid bare over the last year, as the pandemic took hold of all our lives, and continues to resent challenges on a variety of levels Economic
Read MoreStock markets do not react well in times of uncertainty and the pandemic has piled pressure on financial markets worldwide During periods of increased volatility, the importance
Read MoreIn March, the Chancellor’s announcement of a three-month mortgage payment holiday came as a great relief to millions of homeowners suffering from the financial impact of the
Read MoreSeveral UK bodies, including the Bank of England, National Crime Agency and the Financial Conduct Authority (FCA), have warned people to be particularly vigilant about scams, many
Read More
© 2021 Copyright Knightsbridge | Legal
.