Estate planning
As part of our full financial planning service, we will explore with you what arrangements and plans you have made for your estate and assets.
This work usually starts with making a professionally drafted Will, but estate planning is not just about a Will and funeral plans.
As experts in this field, we will show you what is possible and help you put robust plans in place to ensure your assets and estate are passed on to those you love in the most tax-efficient manner. We will also ensure that the wealth you have built up over a lifetime, stays within your family bloodline and is used for the purposes you wish.
We can help you make tax efficient gifts and ensure that your money is used in the ways you want to see it used, such as paying future school fees or funding a house deposit, for example.
We can help you set up a Trust. Trusts can be especially useful where you are looking to maintain an element of control over how your wealth is transferred in the future, and provide protection to your family.
We will help you navigate the benefits and potential pitfalls of Inheritance Tax planning, and ensure your loved ones aren’t left with a large tax bill when you are gone.
Setting up a Power of Attorney means your finances can be managed by someone you trust should you become unable to make decisions for yourself. We will help you set this important document and guide you through your options.
Please note: Although financial planning and estate planning are inextricably linked, we will generally offer our estate planning services through our separate company South Devon Estate Planning Ltd. Estate Planning is nor regulated by the Financial Conduct Authority, and VAT is chargeable on legal fees.
