Get in touch

Financial planning for you

Estate Planning

Most of us want to leave a legacy for our loved ones when we’re gone. We can advise you on how to protect and maximise your estate.

How we can help with Estate Planning

If you want to leave a legacy for your loved ones when you’re gone but not at the expense of enjoying life while you’re still very much here, we can help.

As with our Retirement Planning services, we start by looking at the life you’re living now and the life you want to live in the future. This helps us to calculate how much capital and income you need to live on, whilst looking at how we can maximise your remaining savings for that all-important legacy.

We will also look into how we can best protect your estate from the costs of long term care and Inheritance Tax (IHT), including minimising the impact of IHT through gifting, trusts and insurance.

In a nutshell

  • Help establish how much you can afford to leave behind without impacting on your lifestyle.
  • Protect estates from Inheritance Tax (IHT) and the costs of long term care
  • Reduce the impact of IHT through gifting, trusts, and insurance

Clients we’ve helped with Estate Planning

  • annonymous female

    Mrs R

    York

    • Estate Planning
  • annonymous female

    Mrs U

    York

    • Retirement Planning Advice
    • Estate Planning

Team members specialising in Estate Planning

  • MG 7852 copy

    Gary O’Brien

    Managing Director

    Specialisation:

    Chartered Financial Planner

  • MG 7902 copy

    Michael Oglesby

    Director

    Specialisation:

    Later-Life Financial Planning

  • MG 7617 copy

    Mark Fisher

    Director

    Specialisation:

    Commercial Financial Planning