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.
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.
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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