Wills and Estate Planning

Have you made an up-to-date will? We can advise you on how to really look after your loved ones in the future

"Do I need a will?"

We will always ask you whether you’ve made a will, and when it was last reviewed or updated.

It’s something that many of us prefer not to think about, but that can, if things go wrong, really affect those you leave behind and their future financial welfare.

If you have a family, does your will appoint guardians for your children? Do you have lasting powers of attorney in place? If you run your own business, does your will specify what should happen to it when you die? And are there other legal arrangements and trusts in place to make sure this will happen? We work with trusted solicitors to ensure this vital part of your financial planning meets your needs.

Inheritance Tax in the UK

Inheritance Tax planning 

Passing as much as possible to our loved ones or to our chosen beneficiaries and not to the taxman, is important for most of us. Planning to do this becomes both more difficult and more of a priority as you get older.

There are many solutions, including making gifts, choosing the right investments and using trusts and life assurance, which can help reduce the potential impact of Inheritance Tax. And pensions can now be an important part of your family’s inheritance. They all require proper advice and early action. ‘Wealth Preservation’ can be as important as ‘Wealth Generation’ to many of our clients. That’s why we’ll always point out if Inheritance Tax is likely to affect your estate, and ask you if you feel it’s a concern.