Our experienced advisors start by understanding your current challenges and future aspirations. When they have a complete understanding of your situation, they will develop a bespoke financial plan specifically for you.
As part of that plan, they will recommend the appropriate use of wills, powers of attorney, trusts and other inheritance tax mitigation strategies.
A will is the foundation of all estate planning. However, fewer than half of the people in the UK have a will. We’ll start by understanding your requirements and then ensure a will is put in place to deliver them.
power of attorney
There may come a time in the future when you are unable to make important financial decisions. A power of attorney solves that problem. We’ll help you make the right choices before one is needed.
Estate planning means putting money in the hands of your chosen beneficiaries at the right time as tax-efficiently as possible. Trusts can help achieve that. We’ll help you understand the options and make the right choices.
inheritance tax planning
Inheritance tax potentially reduces the amount of money you can leave to your loved ones. We’ll understand your wishes and then make recommendations to ensure your estate pays as little inheritance tax as possible.
experienced, knowledgeable, and independent
Our clients know they’re in safe hands.
Our team of advisors will always start by understanding your current challenges and future aspirations. Then, they will use their knowledge and experience to create a bespoke financial plan specifically for you.