Our services

Estate planning.

An essential part of protecting your wealth for the future.

Estate planning advice and tax strategies.

Setting your estate up in the right way ensures the benefit of your hard work is passed on to the next generation.

We work with you to make sure that everything is set up to make the most of all the available allowances.

Our clients also want to make sure that everyone understands what you were trying to achieve from your bequests, and we can help you achieve this with our estate financial planning.

What is Estate planning?

Estate planning is the process of planning and arranging the management of your estate after you have passed away, or should you get to a point where you are unable to make decisions for yourself through illness or incapacity.

This is more than having an up-to-date Will and choosing who will benefit from your pension. Estate financial planning is about having an overall strategy in place.

Your estate includes any property, savings, possessions of value and investments, so estate planning should be considered as a part of a holistic financial plan.

The planning of estate distribution needs to consider how any assets will be split between your chosen beneficiaries and also needs to include planning for incapacity, by setting up suitable Powers of Attorney, as well as nominating legal guardians of minors to eliminate any uncertainty over the administration of Probate.

Ultimately, the goal of good estate planning advice would be to mirror your specific wishes accurately. Our process, The Quantum Programme, helps our Wealth Strategists to understand exactly what you are looking to achieve, which enables them to make recommendations that you feel comfortable with.

The Financial Conduct Authority does not regulate Taxation, Trust Advice & Wills.

Insurance policies.

Estate financial planning covers a number of different areas. We work with you to make sure all allowances are fully utilised, and that your estate is set up in the most efficient way to make use of these allowances.

However, for some people, this still leaves an Inheritance Tax liability – sometimes a significant one. For these people, we consider life assurance plans to mitigate some or all of this liability. Depending on age, health and your overall financial situation, they can sometimes be a very effective way of mitigating Inheritance Tax.

Our experience enables us to determine whether this approach would be right for you and also to set plans up in the right way. This is a complex area that requires a careful approach, but our Wealth Strategists are experts in this area and only ever give the most accurate estate planning advice.

Things to consider...

Estate planning advice.

60% of people said that whether an investment manager operates in an ethical way is important to them.
55% would like their pensions to be invested in an ethical and environmentally-sustainable way.
38% of people admitted to knowing very little about where the money in their investment portfolio is invested.

Research from WA communications for Money Marketing

What do the team think?...

The Quantum Programme is pivotal to my ongoing development and success. It ensures I get access to every last detail so that I can provide the best advice for my clients.
Ben Dyson, Senior Wealth Strategist

Get in touch.

Speak to one of our knowledgable specialists today about Estate Planning.

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Also see...

Protection Planning

This forms the basis of any good financial plan and helps you to be able to plan for the future, whatever you want that to be. We assess your long-term goals and create a plan to ensure secure your families future and well-being.

Financial Legacy planning

Inheritance Tax

Careful inheritance tax planning can significantly reduce how much inheritance tax you and your family will have to pay. We work to minimise your liability and maximise your legacy by implementing a number of management strategies that are available to us due to our independent nature.

Ethical investing

Investing in sustainable and ethical companies is becoming a more common approach for investors as the returns they provide are often equal to any other investment option. Our team can work with you to ensure your investment strategy meets your personal beliefs and choices.

Legacy planning services

Legacy Planning

Building a strategy that prepares for life after… You may wish to pay off a family mortgage or ensure grandchildren have money available for education. Whatever you decide your legacy is to be, we can ensure that an appropriate plan is in place.

Future estate planning is essential to protect your wealth

Business Owner Strategy

Our team can help to take the pressure off the financial planning side of running a business, ensuring that appropriate policies are in place. Equally, if you want to leave the business, we can advise on the best time and method of doing this. 

Retirement Planning

We work to establish what you want your retirement to look like. We analyse your current arrangements – pensions, investments and other assets such as properties and businesses, before deciding with you how to best use them to fund your retirement.

Investment Planning

Investment planning. Taking the hassle out of investing…

Investment planning is all about making the money that you have saved work as hard as possible for you

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