Estate Planning in Heanor
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Heanor
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.
For individuals and families in Heanor, AMG Wealth offers estate planning advice from chartered financial planners. You can meet us at our office or at home, or choose a video call, so the first step is easy to take.
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**. Whatever your situation in Heanor, we begin with what you have and what you want.
Mostly, the people we help in Heanor 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.
A first conversation about estate planning in Heanor 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.
For the wider picture in Heanor, see financial advisers in Heanor, read about estate planning, or look at retirement planning in Heanor. The same advisers look after all three.
*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.