Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Estate planning is all about protecting your assets, making sure that your family are looked after when you're gone. As part of our ongoing financial planning service, we'll make sure your assets are passed to who you want, limiting the amount that goes to the taxman while we're at it.
Graham & Janet in Sydney with their family.
We know how important it is that your loved ones are looked after when you pass away, and we're here for them for every step of the journey.
Is your Will up to date, and do you have a Power of Attorney? We'll look at your Pension Death Benefits, any Inheritance Tax liabilities and if you would benefit from setting up a Trust.
After reviewing your existing estate planning, we'll recommend changes to benefit you and your beneficiaries. After discussing these changes with you, we'll put your finalised plan in place.
You will receive meetings with your adviser at least annually to review your existing plans and make sure they still align with the needs of you and your beneficiaries.
Having an up to date Will is important for any financial plan, which is why we offer this service to our clients.
Don't assume that your partner can sort out your affairs should something happen to you just because you're married!
You can avoid Inheritance Tax with a Trust by moving ownership of assets to that Trust, reducing the value of your estate.
Growing your wealth is obviously important, but it's also key to think about what happens to that wealth when you pass away.
Planning your estate properly with Wills and Trusts can make the whole process easier for your beneficiaries, as well as reducing their tax burden.
Your financial plan will make sure your estate is properly planned and that your loved ones have a financial partner to ease some of the stress when you pass away.
If you want a better view of what your future could be, we'll have a chat over a cup of coffee in our Durham office and work out if we can add any value to your financial picture.
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This website is for information purposes only and is not personal advice.
We are committed to providing products and service of the very highest standards. If you feel that we haven't lived up to your expectations in any way, however, we would like to know so we can put things right for you. If you have a complaint, make sure you contact us directly. Accordingly, we will do all we can to resolve your complaint by the end of the next business day. However, if we can't do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. Furthermore, if we haven't issued our response within eight weeks from the date you first raised your complaint, or if you're dissatisfied with our response, you can ask the Financial Ombudsman Service - www.financial-ombudsman.org.uk - for an independent review. The Financial Ombudsman Service will only consider your complaint once you've tried to resolve it with us, so please take up your concerns with us first and we'll do all we can to help.
Wealth of Advice Ltd is a company registered in England and Wales, company number 07709624.
VAT Number: GB131946515