Estate Planning

Estate planning is about looking at the wider picture; making provision for specific beneficiaries, guardianship, funeral wishes and arranging Lasting Power of Attorney’s. Perhaps most importantly, estate planning can help to minimise tax liabilities of an estate and so reduce the inheritance tax that may be due on your estate.

What is included in estate planning?

Your estate is made up of everything that you own including property, investments, insurances and cash. A proportion of anything you jointly own is also included in your estate and some gifts that you may have made within the last seven years are also considered to be part of your estate for tax purposes and so identifying the size and scope of your estate is the first step for any good financial advisor.

A great deal of estate planning can be carried out in your Will or with the use of lifetime trusts. However there are occasions when planning involves investments and sometimes selling and/or rearranging your assets. Our Professional connections include qualified FCA ( Financial Conduct Authority) Financial Advisers. This allows us to be a one stop shop for all your Estate Planning and Investment needs.

Our estate planning services include:

  • Inheritance tax planning
  • Trust services
  • Allocation of assets
  • Life assurance plans

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Call us: 0800 019 9660