Inheritance Planning

If you are looking to pass on your wealth or assets to members of your family or any other beneficiaries, then you will need to plan.

To help you do this our financial planners will firstly ascertain your current and potential future financial position, then seek to understand what your wishes are and how best to achieve them.

Knowing how Income, Capital Gains, and Inheritance Taxes interact, as well as the use of Wills and Trusts, are all vital in minimising or avoiding all of those taxes, to ensure that the maximum is passed on to your stated beneficiaries.

Call Us Now! To talk about the range of products and services we offer, or to book an appointment to meet us in person. 01206 265904

Child Trust Funds/Junior ISAs

Think ahead to when they leave school and start their adult life. Make the transition much easier for them with a solid financial base.