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.