Estate Planning in Oadby and Wigston
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Oadby and Wigston
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.
As chartered financial planners, AMG Wealth helps individuals and families in Oadby and Wigston with estate planning. We meet Oadby and Wigston clients at our office, at their home or by video call, so you can choose whichever suits you.
If you are in Oadby and Wigston and wondering what estate planning covers, this is the short version. 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**.
If you live in Oadby and Wigston and you are thinking about what your children will inherit, that is exactly the kind of conversation we have most. No jargon and no hard sell. See estate planning for how we approach it.
Ready to talk about estate planning? For Oadby and Wigston clients the first step is simple: call 01332 551155 or send us your details. We begin by listening, with no pressure and no hard sell, and there is no set process to follow.
Want to read more about estate planning in Oadby and Wigston? Start with estate planning, then see retirement planning in Oadby and Wigston or financial advisers in Oadby and Wigston.
*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.