Protecting your estate for future generations is an essential part of financial planning. We work with you to build a strategic financial plan to mitigate or prepare to pay duties, and ensure your assets are left to your loved ones in the way you want them to be.
Your estate will be subject to inheritance tax at 40% over and above your nil rate band. This can have a significant impact on your legacy. We understand that keeping control of your assets, guaranteeing regular income, sensible tax planning and peace of mind are all important elements of estate planning. We are trained to incorporate all of these factors into a bespoke solution for you and your family.
Estate planning, tax planning and trusts are not regulated by the FCA.