Estate Planning in Swadlincote
now is the time to protect your wealth for the future
Estate Planning
Estate Planning in Swadlincote
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 Swadlincote with estate planning. We meet Swadlincote clients at our office, at their home or by video call, so you can choose whichever suits you.
Here is how we see it for people in Swadlincote. 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 Swadlincote 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.
If you would like to arrange a meeting about estate planning in Swadlincote, call 01332 551155 or send us your details. Expect us to listen first. There is no predefined process, no time pressure and no hard sell.
For the wider picture in Swadlincote, see financial advisers in Swadlincote, read about estate planning, or look at retirement planning in Swadlincote. The same advisers look after all three.
*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.