Estate Planning

The Financial Conduct Authority do not regulate estate planning.Estate Planning, Will, Lasting Powers of Attorney & Trust Planning writing are not part of the Quilter Financial Planning offering. Quilter Financial Planning accept no responsibility for this aspect of our business. This service is by referral only.

Wills – One of the most important documents for estate planning, a Will sets out how assets are distributed from the settlors estate. It can be a stand alone document or it can be a document that facilitates the distribution of assets to Trusts.

Lasting Power of Attorney – A powerful legal document that enables an Attorney to act on behalf of the Donor in the event that he/ she has lost mental capacity. There are two types of LPA, Property & Finance and Health & Welfare.

Trust Planning – A Trust is simply a legal document which ring fences assets and can protect your estate against, care, marriage after death, generational inheritance tax, bankruptcy and creditors. Trusts also enable Trustees to control how assets are distributed or loaned to beneficiaries, amongst other things.

Personal Tax Planning – Involves strategies to manage taxes such as Inheritance, Capital gains and Income tax.

Business Tax Planning –  Involves Business Property Relief, Agricultural Property Relief, Corporation Tax Planning, Exit Strategies and MBOs.

Lasting Power of Attorney

A powerful legal document that gives your attorney the right to make decisions on your behalf in the event that you lack the mental capacity to do so.

Tax Planning

Personal tax planning involves various simple but recognised legal strategies to help manage the amount of tax you pay. Whether it be inheritance, capital gains or income tax, to name but a few.

Trust Planning

A trust provides a means to pass on assets in an efficient way taking into consideration generational inheritance tax, control of assets, care home fees, probate, bloodline planning, amongst other things. The trust can hold pretty much any kind of assets, depending on the type of trust being used.

Wills & Probate

A will is a document that dictates how you would like your property, assets and cash to be divided up when you die. It can also be used to distribute assets to Trusts on death, as required.

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