Estate planning is not just about reducing tax. It’s about giving you peace of mind for the future, knowing you’ll have enough after retirement and your loved ones will have the financial support they need.
This is why it’s essential to make sure your wealth is protected for you and your family. By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.
There are many factors to consider: from simple gifting to more advanced planning strategies involving trusts and investments, Buckingham Gate Chartered Financial Planners can help you transfer assets to your beneficiaries in a manner that is consistent with your goals and objectives. We provide an extensive range of services, plus the ability to tailor solutions based on your specific needs.
It‘s not easy projecting yourself into the future to see what‘s around the next bend. Benjamin Franklin famously said: ‘Nothing can be said to be certain, except death and taxes.’ But while there’s nothing any of us can do about the former, there are steps you can take to legitimately reduce a potential Inheritance Tax liability. By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.
We regularly host free Seminars and Webinars on this topic. Please visit our Seminars page to register for one of our upcoming events.Seminars →