Estate Planning & Wills
The preservation of your wealth is one of the most important aspects of good financial planning. You can trust our independent advisers to provide comprehensive advice regarding all aspects of estate planning and will writing. We will discuss your planning options in plain English, from trusts and offshore bonds to wills and inheritance tax.
We work on your behalf and, where applicable, utilise the expertise of our strategic partners in the legal, tax and accountancy sectors to provide bespoke estate planning solutions.
- Legal advice
- Wills and will writing
- Trust planning
- Inheritance tax planning
- Long term care
- Specialist tax planning advice
INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY
What our clients say...
"With the rules on inheritance tax changing constantly it was important that I put something in place for the eventuality of my death. I needed to know that all my hard earned money and assets would be passed down to my next of kin with limited tax liabilities. Having spoken to Steve at Chesterton Grant he was able to structure a plan and strategy that actually meant that I would have no tax liabilities. I cannot thank him enough for his patience, professionalism and expertise."M Rowlands (North Wales)