Estate Planning in Harborne
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Harborne
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.
Our advisers work with individuals and families in Harborne, and estate planning is one of the services we offer. Meetings take place at our office, at your home or by video call, as you prefer.
Here is how we see it for people in Harborne. 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**.
Mostly, the people we help in Harborne 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.
In Harborne our first conversation about estate planning is unhurried. We start by listening, and you will not meet a hard sell or a predefined process. To speak to an adviser, call 01332 551155 or send us your details.
Read more about estate planning, see retirement planning in Harborne, or go to our financial advisers in Harborne page. Everything on this page is about our service for clients in Harborne.
*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.