Estate Planning in Bolsover
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Bolsover
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
feel at ease from the moment we meet
accountability
the personal touch
joined-up advice
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.
If you are in Bolsover and want help with estate planning, you can see us at our office, ask for a visit at your home, or speak by video call. Choose whichever suits you. Our advice is for individuals and families.
If you are in Bolsover and wondering what estate planning covers, this is the short version. 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 live in Bolsover and you are thinking about what your children will inherit, that is exactly the kind of conversation we have most. No jargon and no hard sell. See estate planning for how we approach it.
Your first meeting about estate planning in Bolsover 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.
Our main page explains estate planning in full. You can also look at retirement planning in Bolsover, or visit our financial advisers in Bolsover page for the wider picture in Bolsover.
*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.