Estate Planning

Have you protected your legacy?

Throughout our many years in financial services, we have yet to meet an ‘enthusiastic’ taxpayer, even in death. However, all too often clients will ignore the tax implications relating to their estate, resulting in needless, hefty payments to HMRC. There are many options available, which involve gifting away money or reducing tax by the way you manage your estate. Most importantly of all, many people overlook the finer details, which can have serious long-term consequences – your estate could go to the wrong people. Ask yourself the following questions:

• Do you consider yourself an enthusiastic tax payer?
• Are you sure that the people you want to benefit from your estate are due to inherit?
• Have you considered the benefits of either giving away or keeping certain assets?
• Do you understand why a Will and Lasting Powers of Attorney are important?
• Are you fully aware of the tax implications relating to your estate?

Due to our in-depth knowledge and experience, our clients receive full guidance on all matters relating to the protection of their estate. Our aim is to ensure that the right money gets into the right hands in a timely fashion, after you or a loved one passes away.

The Financial Conduct Authority does not regulate Wills or Powers of Attorney.