Estate Planning in Chapel-en-le-Frith
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Chapel-en-le-Frith
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.
If you are in Chapel-en-le-Frith 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.
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 Chapel-en-le-Frith, an adviser can go through what that means for you.
If you live in Chapel-en-le-Frith 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.
What does a first conversation about estate planning look like for clients in Chapel-en-le-Frith? We start by listening, with no predefined process, no time pressure and no hard sell. Call 01332 551155 or send us your details to arrange it.
Our main page explains estate planning in full. You can also look at retirement planning in Chapel-en-le-Frith, or visit our financial advisers in Chapel-en-le-Frith page for the wider picture in Chapel-en-le-Frith.
*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.