Estate Planning Solutions

We can help you take the next steps to plan your affairs in your lifetime, to ensure you have sufficient means to live on and leave more value to your beneficiaries.

Planning starts with a vision of what you want to achieve and how. It is then possible to put your affairs in order and planning can range from updating your Will through to structuring investments and pension plans.

Tax and financial planning are integrated, and we can help you consider investments with inheritance tax advantages, including discounted gift trusts and investment bonds.

When working with you, we understand that your needs, views and objectives are built on your future goals and ambitions. Our role is to understand what is important to you so we can help you plan for the future. We do not have a ‘one size fits all’ process led by financial products. Instead, we will provide you with a plan that is individual and right for you.

As part of our process, we model what your asset position will look like to show the impact of our advice, so that you have a broad future plan before making any financial decisions. This allows you to act with the confidence of knowing our advice and expertise has mirrored what you seek.