Slide ESTATE PLANNING Making the best
of your financial
future...

When you die you want to leave your estate to your loved ones, not the taxman.

We can help you to arrange your affairs so as to legitimately minimise the amount of tax you and your dependents will have to pay.

Our approach to estate planning is to ensure that you enjoy your wealth during your life and are able to pass the maximum amount on to your loved ones when you die. We do this by taking a pragmatic approach to your money and structuring your financial affairs in the right way. This can be as simple as ensuring all tax-free allowances are used at the beginning of the tax year, to more complex arrangements including investments and Trust Funds.

We will ensure that all your savings, investments and pensions are as tax efficient as possible and we will guide you through the Inheritance Tax exemptions and advise on how you can use them to minimise the amount of tax to be paid.

The Financial Conduct Authority does not regulate Tax or Estate Planning. Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor

CONTACT US to talk about Estate Planning

Slide Making sure that we hold
regular review meetings with you
means that we continue to help
you meet your financial goals.
A LITTLE ADVICE CAN MAKE
A BIG DIFFERENCE
Independent and impartial
financial advice on:
Savings & Investments
Trusts
Pensions
Annuities
Income in Retirement
Life & Critical Illness Cover
Income Protection
Financial Planning
Estate Planning
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