Estate Planning

Planning what will happen to your money and possessions will help ensure your loved ones are financially secure and the people you want receive an inheritance from you.

None of us know what the future holds but with careful planning we can help safeguard your family finances

Apart from deciding how to leave your estate in your will, there will be other ways you can look after your survivors. The term estate means everything you own such as land, property, money as well as personal possessions, but does not include most pension assets.

Estate Planning involves;

  • Reducing or eliminating your tax liability
  • Controlling what would happen in the event of incapacity or disability
  • Making effective use of available tax reliefs and allowances to preserve your wealth
  • Planning to control what happensĀ to your estate after you die


The Financial Conduct Authority does not regulate taxation and trust advice.

Get in touch to discuss your Estate Planning with a Financial Planner

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