Estate Planning in Sutton Coldfield
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Sutton Coldfield
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.
Our advisers work with individuals and families in Sutton Coldfield, and estate planning is one of the services we offer. Meetings take place at our office, at your home or by video call, as you prefer.
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 Sutton Coldfield, we begin with what you have and what you want.
Most of the people we work with in Sutton Coldfield want to leave an inheritance for their children and want to get it right. We go through what you have, what you want to happen, and what that could mean for tax. There is more on estate planning here.
Ready to talk about estate planning? For Sutton Coldfield 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.
More on this: estate planning, retirement planning in Sutton Coldfield and financial advisers in Sutton Coldfield. Each page is written with clients in Sutton Coldfield 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.