Effective estate planning is about getting the right balance between maintaining access to your money when you need it, protecting it and saving tax. This is because, in general, the more tax-efficient a solution is, the less access you have to your assets.
Safeguarding your own financial future is very important, and giving too much away could put this at risk. We can help you choose structures and trusts designed to protect your assets and give your family lasting benefits.
Estate Planning advice is not regulated by the Financial Conduct Authority
The tax treatment is dependent on individual circumstances and may be subject to change in future.