Our Services
Estate Planning
We approach the critical task of securing your family’s future with a comprehensive and thoughtful perspective. The intricacies of estate planning involve more than just wills, trusts and taxes; it’s about crafting a strategy that reflects your unique circumstances and aspirations. Our experienced team is dedicated to guiding you through this process, ensuring that your legacy is preserved, and your loved ones are provided for. Whether you’re just starting out or looking to optimise and existing plan, we’re here to provide expert advice and personalised solutions.
Why is Estate Planning Important?
REVIEW YOUR FINANCIAL SITUATION
Repay a mortgage (or other debts) in the event of death or critical illness.
Create a will
Making a Will and keeping it up to date is the only way you can ensure that when you die your wishes are clear.
Protect your Assets
Protect your family financially in the event of death (or the death of a partner).
Estate planning is crucial to ensure that your assets are distributed according to your wishes, minimising potential conflicts among heirs. Additionally, it allows you to plan for the financial well-being of your loved ones, addresses potential tax implications and provides a framework for managing your affairs in case of incapacity.
Estate Planning is not regulated by the Financial Conduct Authority.
Key documents include a will, which outlines how your assets should be distributed, and a durable power of attorney, appointing someone to make financial decisions and medical decisions on your behalf if you’re unable to.
Estate planning involves strategies to minimise the impact of inheritance taxes on your estate. This may include setting up trusts, gifting strategies, or utilising exemptions and deductions. Understanding these aspects can significantly reduce the tax burden on your heirs and preserve more of your wealth.
It is never too early to start estate planning. Whether you’re just starting your career, getting married, or approaching retirement, having a plan in place ensures that your wishes are known and can adapt as your life circumstances change. Regular reviews of your estate plan are recommended to account for changes in assets, family dynamics and applicable laws.
