We will make sure your assets are passed on in the way that you wish. Our tax team will also help us to reduce the tax payable on wealth passed to your beneficiaries.
Estate planning is the process of arranging for the management and disposal of your assets when you die or lose capacity. Our expert team can assist with making a will, setting up trusts, choosing an executor, and reducing taxes and other expenses. Estate planning aims to provide peace of mind for you and your loved ones, and to ensure that your assets are passed on to your beneficiaries according to your wishes.
The financial impact of death, a period of illness or serious injury are never easy topics to discuss but providing for these eventualities can protect you and your family from financial difficulty. Our objective and personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of.
It’s important to check that you’re protecting your wealth and effectively planning a safety net should the unexpected happen. A critical part of this is to review any existing or possible insurance policies so that there’s peace of mind in relation to ongoing bills and other expenses.
We can review your situation and discuss what insurances you may need:
You may already have protection plans in place, but it is always worth reviewing them as your circumstances may have changed, your priorities shifted or there may be unnoticed gaps that can be bridged.
Putting in place sufficient protection will give you peace of mind if the worst does happen.
The Financial Conduct Authority does not regulate Estate Planning.
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