Estate planning
Minimize your estates tax liability, protect assets & ensure a smooth transfer. I build tailored estate plans that reflect your unique circumstances, family dynamics, and financial goals, which generic online tools or templates cannot provide.
Did you know?
The duration of probate without a will can vary based on the complexity of the estate, potential disputes, and other factors. It typically takes 6 – 12 months to complete. Complex estates or disputes among beneficiaries may prolong the process, and depending on the situation it could cost thousands of pounds more.
Did you know?
In the last 10 years, the amount of Inheritance Tax (IHT) collected by HMRC, has almost doubled over the last 10 years.
How I can help
Through effective planning, I can create an Estate Planning strategy to protect your assets, minimize or remove your estate tax liability and ensure a smooth transfer of ownership.
Are you estate planning ready?
This quick 2 minute quiz will cover all areas from gifting, to Wills, Trusts & assets. Results & tips on screen instantly.
Here for you at all stages of financial planning
My ideal clients are people looking to:
Use a professional they trust with their Retirement & Savings.
That’s why we build lasting relationships based on trust and transparency. You won’t be passed from one adviser to another.
Maximise tax benefits available to their businesses.
Identify and implement strategies to maximise available tax reliefs and allowances.
To protect their clients best interests.
Supporting legal & accountancy professionals navigating the complexities of the Court of Protection, Divorce and more.
Book a meeting
The first step to financial planning is always the biggest leap.
If you’d like to find out more book in a free, no obligatory call to discuss how I can help.