Estate planning

Protecting the financial future of the ones you love - estate and inheritance planning that gives you financial control.

Estate or inheritance (IHT) planning is the process of protecting your wealth after you have gone and ensuring you retain control over how your assets are distributed.

Your “estate” includes everything that you have of value. That can include everything from your home, car and jewellery to savings and investments.

Estate planning covers:

  • Managing your tax obligations
  • Putting a comprehensive will in place that reflects your wishes
  • Creating a long-term care plan to provide for your future needs
  • Safeguarding the financial stability of your loved ones

Inheritance can be an extremely complex and emotive area, but advanced planning and independent financial advice can help your loved ones to get the most out of what you leave behind.