Estate Planning in Staffordshire
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Staffordshire
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 Staffordshire 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.
What does estate planning involve for someone in Staffordshire? 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**.
Most of the families we help in Staffordshire 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.
What does a first conversation about estate planning look like for clients in Staffordshire? We start by listening, with no predefined process, no time pressure and no hard sell. Call 01332 551155 or send us your details to arrange it.
More on this: estate planning, retirement planning in Staffordshire and financial advisers in Staffordshire. Each page is written with clients in Staffordshire in mind.
*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.