Estate Planning AdviceEstate Planning is not just about mitigating inheritance tax, it covers far more than that. It can be defined as leaving your assets to those that matter to you, in the most effective way. COMPLIMENTARY CONSULTATION
Estate Planning is not just about mitigating inheritance tax, it covers far more than that. It can be defined as leaving your assets to those that matter to you, in the most effective way. It’s the primary way to control what happens to your assets when you become disabled or pass away. As your chosen financial planner for estate planning advice, in conjunction with your solicitor, we provide assistance to:
- Gather personal and financial information
- Identify beneficiaries, the timing of distributions and any tax implications
- Select guardians for children and properties
- Identify executors and trustees to carry out clients’ wishes after their death.
You can’t just talk about estate planning, because verbal agreements aren’t legal. You, your financial adviser and/or your solicitor need to put your wishes in writing and follow the proper formalities.
Going through life we pay a lot of taxes, both direct and indirect. Why would you leave too much behind and have to pay more tax again on your estate? See if we can help you today.
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Financial planning is all about allocating resources. Using a Section 73 savings plan to avail of gift tax relief is clever use of existing savings. This simply involves making the best use of the money you have. I expect everyone is interesting in minimizing taxes...
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Estate Planning Example The following is a practical example of the benefits of our Estate Planning service. Our client, aged 52, had accumulated significant wealth in recent years. He was arranging his WILL through his solicitor. Outcome without Estate...