Estate Planning in Matlock
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Matlock
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.
As chartered financial planners, AMG Wealth helps individuals and families in Matlock with estate planning. We meet Matlock clients at our office, at their home or by video call, so you can choose whichever suits you.
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 Matlock, we begin with what you have and what you want.
Most of the families we help in Matlock are thinking about what they will leave their children. It might be a house, savings, a business, or all three. We talk it through with you and set out your options one step at a time. You can read more about estate planning.
In Matlock 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.
Our main page explains estate planning in full. You can also look at retirement planning in Matlock, or visit our financial advisers in Matlock page for the wider picture in Matlock.
*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.