Census Financial Planning
financial advice, Financial advisers, estate planning
Estate planning includes deciding who to leave your assets to after your death and how to do it in the most tax efficient manner. Getting expert advice on estate planning, tax relief and tax exemptions could not only save you and your family a considerable sum of money now but also avoid inheritance tax in the future. However, knowing about the potential problem is only the start. What you need to do now is make sure you take some action.
Our estate planning and inheritance planning advice is entirely confidential and we will:
Discuss your personal financial situation with you
Help you calculate whether or not you are likely to be liable for inheritance tax
Advise you on the best way to start transferring assets out of your estate now, taking advantage of the various tax reliefs and tax exemptions
Talk to you about some other specialist schemes, using trusts and investments that will allow you to stay in control of your assets and perhaps benefit from them if that is your wish
Help you to protect your estate from the costs of inheritance tax by taking out insurance to cover the estimated bill.
As independent Financial Advisers, we are duty bound to find the best financial products and plans to suit your personal circumstances from the whole market.
, financial advice
, Financial advisers
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, independent financial planning