Estate planning
Ensure your affairs are in order and help your loved ones benefit from your wealth in the greatest possible way.
Peace of mind and security for your family
True peace of mind is only possible when you know your affairs are in order and those you love will be taken care of when you are no longer here.
Research consistently shows that around two-thirds of adults in the UK currently have no will. That means their estate will be subject to the rules of intestacy when they die – strict rules which dictate who is, and is not, able to inherit from the deceased’s estate. If you are not married to your partner, for example, they would not be able to inherit from you under the rules of intestacy.
While making a will is a crucially important part of this, estate planning is more than just will-making. By looking at the totality of your assets and those people who are important to you, we can carefully plan to ensure your wishes are known and honoured, and that your wealth is passed on as tax-efficiently as possible.
The way we do that will vary according to your personal circumstances and priorities. It may include setting up a trust, a power of attorney or a strategy to gift during your lifetime. But our expertise in this area means you can gain peace of mind knowing that the greatest possible benefits will go to those you wish to take care of.
How we will help you
Minimise Inheritance Tax
Inheritance tax could cost your loved ones hundreds of thousands of pounds when you die. However, with our help, you can prevent the burden of paying inheritance tax from falling on your beneficiaries.
Set up a Power of Attorney
By setting up a Power of Attorney you can ensure that should you become unable to make decisions about your property, health and financial affairs yourself, they are taken by someone you have appointed, and in line with your wishes.
Write your will
Writing a will is the single most important thing you can do to safeguard the future financial wellbeing of your loved ones. Which is why it is extremely important your will is written by an expert. Having a poorly written will, or no will at all, leaves your estate at the mercy of strict and inflexible intestacy rules.
Set up a trust
Trusts are an extremely useful way to help protect your assets and guarantee that your loved ones can have financial stability in the future. They can also ensure that your money, shares and equity are passed on in the most tax-efficient way.
risk statement
Will writing, tax planning and trust planning are not regulated by the Financial Conduct Authority.
Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.
OUR APPROACH
Learn more about how we work and what you can expect at each stage of your journey with us.
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