Estate Planning Advisor
By using an estate planning advisor, you can ensure that your wishes are followed and minimise the amount of tax due on your estate after you die. As Estate Planning Advisors, we offer advice on writing a will, putting your savings, investments, life policies and/or assets into a trust and much more. Our Estate Planning Advisor, Paul Clifford IFA, is based in East Sussex. We serve Eastbourne, Hastings, Lewes, Bexhill, Seaford, Newhaven, Crowborough, Uckfield, Tunbridge Wells, Brighton and Hove (and beyond). To arrange a free initial discussion at your home, workplace or our offices contact us today.
Our estate planning advice also includes trusts. A trust is a legal entity that has control over assets for the benefit of one or more people and there are different types of trust which can be set up according to what you intend to achieve.
When you set up a trust you will choose one or more trustee to be responsible for your assets. You will also choose one or more beneficiary who will receive the assets at a time specified by you. Setting up a trust can ensure your estate is passed to the right people at the right time and may be able to reduce inheritance tax liability.
Talk to us about estate planning advice to make your savings and investments tax-efficient with trusts. We will guide you in how to start estate planning for your loved ones’ futures.
The Financial Conduct Authority does not regulate will writing, taxation and trust advice.
Paul offers a personalised service based on my needs and my attitude to risk, without any pressure, but with knowledge and competence which is obviously reassuring as a newcomer to investing.Bernie
My mother has invested a reasonably large lump sum after she became a beneficiary of an estate. Mr Clifford visited at her home to prevent her having to travel as she is elderly and specifically wanted to receive advice in her own home. Mr Clifford has been excellent in all aspects. Always reliable and always on time.Anne F
We are not tied to any financial institution and therefore offer you truly independent advice. A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.
If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.
We are happy to serve clients with any level of wealth.
Call 01323 403 444 or use our secure form via the button below: