Through careful estate planning, you can make sure your assets are appropriately distributed and your wishes met after your death. Ultimately everyone wishes to pass on the maximum benefit to their beneficiaries, and rising house prices means this is more challenging and important than ever. It is unwise to leave such matters to chance.
We take the time to understand your requirements, and will give you the support and advice you need to ensure you leave a robust legacy for your loved ones.
Working in close partnership with our tried and tested team of associated professionals, we can also offer you a range of options for inheritance tax planning, making best use of your personal allowance, making judicious use of trusts and settlements for your beneficiaries, maximising tax efficiency on any gifts you wish to make, ensuring any life policies are set up correctly, and ensuring your will is up-to-date and meets your wishes.
The Wills and Trusts services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Wills and some trusts are not regulated by the Financial Conduct Authority.
Strategic financial planning – building a strategy and personalised flexible plan to help you achieve your financial goals
Investment and tax planning – developing an investment strategy to help you invest wisely and tax efficiently
Pensions and retirement planning – preparing for a worry-free future