Your estate – which encompasses all of your assets, such as property, savings, bank accounts and investments – is something you’ve worked hard for. So you’ll want to retain as much of the capital within it, both for your own benefit in later life and to leave an inheritance for your children.
It can be frustrating to find out that tax implications, as well as unforseen changes in circumstance such as divorce or the need for later life care, could take hefty chunks out of your children’s inheritance, before they’re ever able to benefit from it. This can be avoided, and we’ll show you how!
Estate Planning isn’t just the preserve of the seriously wealthy. It is important for many people, but can especially benefit:
Working closely with our legal partners, who are leaders in this field, we can introduce some simple Trust solutions that could save you and your family many thousands of pounds, whatever your financial position now.
To find out if you can benefit from Estate Planning, give us a call and we’ll be happy to advise.