Estate Planning in Hinckley and Bosworth
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Hinckley and Bosworth
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.
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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 Hinckley and Bosworth 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**. That is the starting point for anyone in Hinckley and Bosworth asking us about estate planning.
A lot of our Hinckley and Bosworth clients come to us with the same question: what happens to what I have, and how do I make it easier for my children? We start by listening. Our page on estate planning explains how that works.
If you would like to arrange a meeting about estate planning in Hinckley and Bosworth, call 01332 551155 or send us your details. Expect us to listen first. There is no predefined process, no time pressure and no hard sell.
You can find our main page on estate planning. For Hinckley and Bosworth, you may also want retirement planning in Hinckley and Bosworth or financial advisers in Hinckley and Bosworth.
*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.