Estate Planning

We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about.

We understand that sometimes your story is also linked to their story. As part of your financial plan we can advise you on strategies to ensure you protect and preserve your wealth for future generations.


Your plan, their story

There are few things in life that are more satisfying than knowing the people you love will be taken care of in the future. Whether that’s through inheritance or charitable giving, we'll work with you to include your loved ones in your financial plan, ensuring you have complete peace of mind.

Effective inheritance tax planning

Inheritance tax planning is an essential part of securing your family's financial future.

We work with you to provide guidance and tailored strategies to help you minimise tax liabilities, ensuring your legacy goes to those you love the most.

Our approach to Financial Planning

Estate Planning is just a part of your overall financial plan and that is why we follow the same approach in everything we do.

Your story
What are your life goals and ambitions.
Your plan
A clear plan to make your dreams a reality.
Our advice
Advice that can help you achieve your objectives.

Award-winning investment management

Our central investment proposition (CIP) revolves around empowering our clients to achieve their financial goals effortlessly. As an integral part of Finli, YOU Asset Management and YOUR Platform have been strategically acquired to offer unparalleled support in realising your financial life plan. With a team of award-winning investment professionals at the helm, your portfolio is actively managed daily. What sets us apart is our commitment to true independence, providing access to a wide array of investment vehicles globally. Through our ownership of YOU Asset Management, we provide a personalised service and efficient administration, ensuring your financial journey is smooth and rewarding. With Finli and YOU Asset Management by your side, your financial future is secure.

Estate Planning FAQs

Do I need to think about estate planning?

Estate planning is important for anyone who wants to protect their assets, ensure their wishes are honoured, and minimise taxes for their beneficiaries.

What is a trust?

A trust is a legal arrangement and a tax-efficient strategy for passing on wealth to loved ones.

How does inheritance tax work?

Inheritance tax is levied on assets passed to heirs after death. In the UK, inheritance tax is charged at 40% on any amount above the £325,000 threshold.

Can I give a gift tax-free?

Yes, you can give tax-free gifts up to a certain limit per year. We can advise on the most tax-efficient way to gift lump sums during your life.