Estate Planning in Blaby
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Blaby
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 Blaby 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.
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**. If you are in Blaby, an adviser can go through what that means for you.
Mostly, the people we help in Blaby are planning an inheritance for their children. They want to know it is set up properly and that their family will not be left guessing. Our estate planning page explains what is involved.
Your first meeting about estate planning in Blaby is about you. We start by listening. No predefined process. No time pressure. No hard sell. Call us on 01332 551155 or send us your details when you are ready.
Want to read more about estate planning in Blaby? Start with estate planning, then see retirement planning in Blaby or financial advisers in Blaby.
*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.