Estate Planning in Melton
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Melton
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.
We help individuals and families in Melton with estate planning. Our chartered financial planners can meet you at our office or at your home, or talk to you by video call, whichever you prefer.
What does estate planning involve for someone in Melton? 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**.
A lot of our Melton 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.
In Melton 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.
Want to read more about estate planning in Melton? Start with estate planning, then see retirement planning in Melton or financial advisers in Melton.
*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.