Why protect your assets?
Losing a loved one is a very sad and stressful time for a family. Avoid adding to this stress by making sure your assets go to the people you want rather than have the law dictate it.
Our experts will work with you to understand your wishes and avoid adding to the stress at the worst time possible.
We offer a range of services aimed at helping you achieve the above including;
- Wills
- Trusts
- Lasting Power of Attorney
- Severance of Tenancy
We constantly strive to maximise your loved ones inheritance whilst minimising their inheritance tax liability.
Our Estate Planning business does not use the services of Quilter Financial and is not regulated by the Financial Conduct Authority. Quilter Financial Planning accept no responsibility for these aspects of our business.
The Financial Conduct Authority does not regulate estate planning (which includes Wills, Trusts, Powers of Attorney, Legal Services including Severance of Tenancy) and Tax Planning.
Estate Planning is not part of the services offered by Quilter Financial Planning and is conducted on a Consultancy basis.