What is Estate Planning?

Trusts & Estates Planning Is not regulated by the Financial Conduct Authority.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

Tax treatment varies according to individual circumstances and is subject to change.

  • Essentially this is the arranging of your estate so that in the event of your death, any potential Inheritance Tax has been minimised and the distribution of your assets can be carried out efficiently and in-line with your wishes
  • Estate planning is about more than just tax planning. It is about making sure the people you leave behind are financially supported and that your assets are protected from events such as divorce and bankruptcy
  • In recent years this has been increasingly important due to increased wealth through the sustained rise in house prices
  • Anyone with an estate of over £325,000 has a potential Inheritance Tax problem

Estate Planning Tools

  • Below are some of the most common tools used in Estate Planning:
1) Wills
2) Trusts
3) Lifetime Gifts
4) Powers of Appointment

How we can help

  • We can review your estate to assess if they meets your objectives and if necessary, amended to minimise any potential tax liability
  • We can inform you of the most recent changes to legislation and / or tax that may affect you