ESTATE PLANNING

ESTATE PLANNING

Estate planning involves making a plan in advance so that your assets go to the right person(s) at the right time. With as little paid in taxes, legal fees and court costs.

Elevation Estate Planning Ltd can explain some of the things you may want to consider and provide practical and affordable solutions in this area. Ensuring that you have an up to date Will and Lasting Power of Attorney are simple examples. Trusts are another example.

They were once the preserve of the very wealthy, but are now available and accessible to all. They can be used to ensure your wealth goes to the right person and can also help avoid possible delays created by probate. They can also help with protecting a legacy in case of future remarriage, divorce or bankruptcy.

To arrange a free initial meeting with one of our advisers please send us a message via our ‘Contact’ page.

The FCA does not regulate Inheritance Tax Planning, Estate Planning, Tax Planning, Wills or Trusts. This page does not constitute regulated financial advice. If regulated advice is required you will be referred to an Independent Financial Adviser.