You’ve worked hard for many years, so it’s only right that you’ll want to protect your wealth as much as possible. What’s more, you’ll want to make sure the right amounts are passed to the right people. This is where estate planning comes in.
Estate planning is about protecting your assets, making sure the amount of tax your estate will pay is fair and covers everything from your will and appointing a power of attorney to creating trusts and taking advantage of the exemptions on offer. No two people’s estate will be exactly the same so no two solutions will be exactly the same, that’s why our experienced estate planning professionals treat each and every client with the care and attention they deserve.
We’ll go through the details with you in person and in plain English, to help you understand your options. We have many years’ experience in helping individuals and families calculate and limit their Inheritance tax (IHT) liability so that your loved ones don’t end up paying more than they need to. From life cover to help your estate with the cost of paying an inheritance tax bill, to making recommendations on how to limit or even prevent IHT, we’ve established an enviable reputation for helping clients make the most of their money both now and after they’ve gone.
If you’d like to find out about how you can leave your loved ones a financial legacy, get in touch with us on 01621 842 808.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
TAX TREATEMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
THE FINANCIAL CONDUCT AUTHRORITY DOES NOT REGULATE TAX PLANNING AND LEGAL SERVICES
Navigating a multi-retirement reality Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension
Read MoreMany young mortgage holders do not have life cover Research has found that 28% of young UK homeowners do not have life insurance10 It is estimated that 17 million adults aged
Read MoreA third of Gen X think they will never retire Recently released research12 suggests a significant proportion of working age people are no longer planning a traditional ‘hard
Read MoreOptimistic days ahead This year, summer brings hope of a better financial future as inflationary pressures recede and the economy continues to grow It could therefore be an ideal
Read MoreISAs: a quarter century strong Since being launched on 6 April 1999 as successor to PEPs and TESSAs, the Individual Savings Account (ISA) has become an integral part of the UK
Read MoreThinking about making a pension contribution with your bonus Receiving a bonus at work as a reward for a job well done is highly satisfying, but with bonuses subject to Income
Read More
© 2024 Copyright Knightsbridge | Legal
.