ESTATE PLANNING
Ensure your assets are passed to the right people and as tax efficiently as possible.
While many of us struggle to imagine our own demise and the impact our death would have on our loved ones, it's an important part of financial planning to ensure your assets get passed to the right people and as tax efficiently as possible. Losing a loved one is tough enough, without the added pressures of messy financial affairs and large tax bills.
You've worked hard to build up your assets over your lifetime and have paid a lot in taxes (income tax, capital gains tax, stamp duty, national insurance). Next comes inheritance tax. For some, this can feel disheartening and you may want to reduce or eliminate this charge altogether. I have a lot of expertise in this area and can provide a range of options to suit you and your situation. You may be surprised at how easy it can be and how many options there are to choose from if you wish to keep control of your money.
Get in touch to see how you can manage your estate planning
Working with your family
We can work with your beneficiaries at any stage in the process if you would like them to understand how to manage your estate once you've passed, whether that's now or helping them through when the worst has happened.
Working with other Professionals
If you need to put trusts in place, it's important to get legal advice. I will work with other professionals to ensure your affairs are set up correctly and to avoid any difficulty in the future.
Keep on track
Your circumstances may change over time. We can keep your estate planning under review and ensure it continues to meet your needs.