Estate Planning

Pass on your wealth to future generations…

Mention the term ‘estate planning’ and it’s natural to imagine this service only being relevant to someone who owns a grand home and has huge amounts of wealth. But planning what should happen to your assets and wealth after your death is equally relevant for every one of us. Our Estate Planning adviser will help you understand your options and build a plan to maximise the benefits of your wealth, no matter how great or small and no matter what your wishes might be.

But estate planning is not just about planning the best way to distribute your wealth and assets after you’re gone. It’s also about planning how best to utilise your wealth right now to best effect. That could mean extracting capital from your home to give you a better life in your later years. Or looking at tax efficient schemes which will enable you to further grow your estate as time goes on. In could also mean taking steps to reduce the size of your estate to avoid paying more Inheritance Tax than you have to. Our expert regularly works with people just like you to help them meet the estate planning goals and provide piece of mind for the years ahead.

Of course, one of the most important questions our estate planning experts get asked is how to minimise the inheritance tax bill for the benefactors of an estate. We’re able to offer a wide range of solutions including whole of life insurance policies and trusts. But there is no “one size fit’s all” solution to estate planning and that’s why it’s vital to book an appointment with one of our experts for a formal estate planning consultation.

The Financial Conduct Authority do no regulate trusts.