Estate Planning is an essential and often complex aspect of your broader financial plan, ensuring that your assets end up with the people you want, for the reasons you choose when you die.
We will find out what is important to you and what legacy you wish to leave behind so that we can determine the most effective way to pass on your wealth to your loved ones. This often involves looking at ways we can help to reduce and manage your Inheritance Tax liability. We can work with your Solicitor, or recommend one if needed, to ensure that all aspects of your Estate Planning have been covered.