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Inheritance Tax and Estate Planning
Inheritance tax can pose a significant financial burden on families and loved ones. However, with careful planning and the right strategies, we can help you mitigate the impact of this tax. Our goal is to provide you with a comprehensive plan that minimises your inheritance tax liabilities and preserves your wealth for future generations.
Formulating a plan
The first step in effective inheritance tax and estate planning is to ensure you are making the most of all available tax-free allowances. Your Financial Planner will conduct a thorough analysis of your financial situation and recommend specific investment plans, trusts, and insurance policies designed to reduce your inheritance tax liabilities. We will also advise on strategic gifting to lower your liabilities while ensuring you retain control over the assets you wish to keep. Our approach is holistic, taking into account your entire financial picture to create a robust and effective plan.
ESTATE PLANNING TAILORED TO YOU
Inheritance tax and estate planning is not a one-time event but an ongoing process. This is why it is crucial to work with professionals who take the time to build long-lasting relationships with you. Your Financial Planner will maintain regular contact to monitor any changes in your circumstances and adapt your strategy as needed. This ensures your plan remains effective and aligned with your evolving needs. We also collaborate closely with your solicitor and other advisors to provide a coordinated approach to your estate planning.
Service Benefits
Estate planning and Inheritance Tax are complex areas of financial planning. We are here to guide you through the various options available to you.
The planning process helps you understand the value of your estate better
Reducing the inheritance tax burden for your family is so important in planning their future after your death
Discussing your estate with loved ones now will help them understand their own financial requirements
Gifting parts of your estate can be beneficial in the long run but needs careful planning to get the balance right
Download a copy of our Fee Schedule
For more information on our Inheritance Tax and Estate Planning service give us a call on 01608 695100 OR GET IN TOUCH
Here at Wise Investment, we are one big happy family.
Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.
As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.
Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.
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We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.