Estate Planning

Most of us want to leave a legacy for our loved ones when we’re gone. We can advise you on how to protect and maximise your estate.


How we can help with Estate Planning

If you want to leave a legacy for your loved ones when you’re gone but not at the expense of enjoying life while you’re still very much here, we can help.

As with our Retirement Planning services, we start by looking at the life you’re living now and the life you want to live in the future. This helps us to calculate how much capital and income you need to live on, whilst looking at how we can maximise your remaining savings for that all-important legacy.

We will also look into how we can best protect your estate from the costs of long term care and Inheritance Tax (IHT), including minimising the impact of IHT through gifting, trusts and insurance.


Estate Planning in a nutshell

  • Help establish how much you can afford to leave behind without impacting on your lifestyle.
  • Protect estates from Inheritance Tax (IHT) and the costs of long term care
  • Reduce the impact of IHT through gifting, trusts, and insurance

Meet our Estate Planning specialists

Gary O’Brien

Director & Chartered Financial Planner

Specialisation

Pensions Transfers and Trusts

Michael Oglesby

Director & Specialist Later Life Financial Planner

Specialisation

Later-Life Financial Planning

Mark Fisher

Director

Specialisation

Financial Planning

Our Chartered Financial Planning status is an indication of our commitment to delivering the highest standards and ethical behavior. It’s our industry’s gold standard.