Your Estate

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Your Estate

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.

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Seminars

We regularly host free Seminars and Webinars on this topic. Please visit our Seminars page to register for one of our upcoming events.

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Our Estate Planning work helps
clients achieve 3 key objectives:

mitigation

Inheritance Tax Mitigation

Many of our clients are understandably concerned about the level of IHT that might be due on their estates. We help clients implement advanced, non-contentious estate planning solutions, which often result in tax savings running into six figures or more.

protection

Bloodline Protection

While inheritance tax savings are of course desirable, many estate plans often overlook the other large threat to family wealth. We would broadly classify this second type of threat as ‘social impacts’, which could include the re-marriage of a spouse, the divorce of a child or the bankruptcy of a beneficiary, all of which can have a far larger impact on an estate than Inheritance Tax. For this reason, all of our estate planning solutions for clients consider the need to protect their estate, as well as minimise tax, and we will often include specific bloodline protection to ensure that family wealth remains in the family.

estate

Estate Simplification

When someone passes away, it is their executors and family who have the responsibility of managing their estate. We often find at this stage that poor record keeping and general financial disorganisation can make this an incredibly stressful and time consuming task for loved ones. As such, as part of our estate planning work with clients we always look to simplify the estate if possible, to ensure that things are as easy as possible for those that we leave behind.

Estate planning, trust planning, tax planning and Will writing are not regulated by the Financial Conduct Authority,
however, may be regulated by other professional bodies.

estate planning

Efficient Estate Planning:

How to reduce your inheritance tax bill, maximise your legacy and simplify your estate

Inheritance tax used to be the preserve of only the wealthiest in society, but with rising property and asset prices more ordinary people have been pulled into its grasp.

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