Protect Your Wealth

Protect Your Wealth

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There are many areas we need to consider when looking to protect yourself and your family, protection underpins all of your financial planning.

To ensure your estate passes intact to those you choose, it’s important to take decisions throughout your lifetime to make sure it reaches the right people at the right time. See the list of services we offer below. You can also contact us for further details.

Estate Planning Services

Will Writing Services

Having an up to date Will is an important aspect of any clients financial planning. In order to avoid the consequences of not having a valid Will, we firmly believe that Wills should be written by a fully qualified solicitor. We will refer you to an appropriate solicitor that we are confident will do the job properly. To find out more about making a Will you can download our free guide here.

Investments and Trusts

Investments held within an appropriate Trust can be an effective way of transferring assets to your beneficiaries in a tax efficient way. We are happy to advise you on the best type of Trust to use that fits in with your personal circumstances. One size does not fit all.

Making Gifts

Although making gifts of assets to your beneficiaries may be a good way of reducing your Inheritance Tax Liability,  it does mean that you lose access to that capital. We can show you ways whereby you can still benefit from the gift but still keep some element of control over the capital.

Inheritance Tax Mitigation

There are a wide variety of ways of reducing or mitigating your Inheritance Tax Liability. This is a complex area and legislation is always changing. Every clients circumstances will be very different and specific advice that is tailored towards your personal situation is important.

Utilising HMRC Allowances and Reliefs

Any advice we give our clients will only use HMRC pre-approved arrangements. However it always makes sense to ensure that you are using as many of the HMRC allowances and relief’s that you are eligible for.

The Financial Conduct Authority does not regulate will writing, tax or trust advice.

Speak to an adviser

If you would like to discuss your own personal financial situation with one of our Financial Advisers please click on the button above to arrange a callback from our team.

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