Estate Planning in Ashby-de-la-Zouch
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Ashby-de-la-Zouch
If you think inheritance tax is a necessary evil, think again. With the right advice and some careful planning, your family shouldn’t be faced with a hefty bill from HMRC.
From watertight wills* and lifetime gifts to tax-efficient investments and pension solutions, there are ways to ensure that your wealth is passed on to the people you love – or to a cause that is close to your heart. We are here to help you choose the best options, keeping everything in line with your wishes for the future.
free guide
our free inheritance tax guide
A plain-English guide for families thinking about what they will leave their children.
Estate Planning
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Estate Planning
If you think inheritance tax is a necessary evil, think again. With the right advice and some careful planning, your family shouldn’t be faced with a hefty bill from HMRC.
From watertight wills* and lifetime gifts to tax-efficient investments and pension solutions, there are ways to ensure that your wealth is passed on to the people you love – or to a cause that is close to your heart. We are here to help you choose the best options, keeping everything in line with your wishes for the future.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
We help individuals and families in Ashby-de-la-Zouch with estate planning. Our chartered financial planners can meet you at our office or at your home, or talk to you by video call, whichever you prefer.
Here is how we see it for people in Ashby-de-la-Zouch. Estate planning covers who inherits, who can make decisions for you if you cannot, and how your wishes are carried out. It usually starts with a will* and can include lasting powers of attorney and trusts**.
Most of the people we work with in Ashby-de-la-Zouch want to leave an inheritance for their children and want to get it right. We go through what you have, what you want to happen, and what that could mean for tax. There is more on estate planning here.
A first conversation about estate planning in Ashby-de-la-Zouch starts with us listening. There is no predefined process, no time pressure and no hard sell. To book, call 01332 551155 or send us your details.
Read more about estate planning, see retirement planning in Ashby-de-la-Zouch, or go to our financial advisers in Ashby-de-la-Zouch page. Everything on this page is about our service for clients in Ashby-de-la-Zouch.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority. **Trusts and tax planning may involve services which are separate and distinct to those offered by St. James’s Place. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.