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
Award-winning investment management
We’ve chosen YOU Asset Management as our independent, in-house investment specialists, an award-winning investment business, with an enviable 20-year track record.
Independent investment selection means we will always create the right blend of investments to achieve the best outcome for you.
Fully connected, our Finli team will follow your progress an ensure you stay on track to achieve your life goals at every stage.
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.