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
Paying a lump sum into a pension can be a particularly effective way to save for your future If you have accumulated extra money from a windfall, work bonus or through saving, now
Read MoreOver the past 12 months, the cost-of-living crisis has put significant pressure on household budgets and knocked many people’s confidence in their future financial prospects
Read MoreFalling house prices and turbulent mortgage rates made 2023 an unpredictable year for homeowners and movers As the bells ring out for the start of 2024, is a calmer year on the
Read MoreSuccession, the hugely popular TV show, highlights the complexities of wealth transfer There’s a lot to think about when passing on your wealth – as well as the risk of family
Read MoreAfter more than a decade of putting up with paltry savings rates, the sharp increase in rates over the past two years has certainly brought considerable cheer to savers However,
Read MoreSeveral months have passed since the Spring Budget, which, although not necessarily packed with good news stories, held one announcement that certainly did bring considerable
Read More