Estate Planning

Estate Planning ensures that, upon your death, your final wishes with regards to your assets and possessions are followed, whilst seeking to legally minimise the tax implications due on your estate.

I've used Marian Isciuc from Kings in Harlow many times and he's always explained everything clearly and it's been a quick efficient process.

Mr & Mrs B, Customer, Harlow, Essex

Estate Planning advisers across London, Hertfordshire and Essex

Our team are based at branch offices allowing us to provide Estate Planning services across North and East London including Edmonton, Walthamstow and Haringey along with many areas throughout Hertfordshire and Essex.

Estate Planning made Simple

Estate Planning can be a complex process with a multitude of laws and regulations that need to be adhered to. We aim to make the process as simple as possible for you, so our team of experienced Estate Planners are able visit you in the comfort of your own home to discuss the most appropriate solutions.

During our time with you, we take in to consideration factors including property and investments, determining what you would like to leave your family as a financial legacy, whilst ensuring it is carried out in the most tax efficient way. Our detailed and tailored approach analyses your circumstances and complete financial status in order to fully review your plans.

Potential Estate Planning Solutions

There are a number of different routes that can be adopted for placing all of which will play an important aspect of your Estate Planning.

  • Absolute (Bare) Trusts
  • Interest in Possession Trusts
  • Discretionary Trusts

Our Estate Planners

  • Appointed representative of Openwork UK Limited, regulated by the Financial Conduct Authority (FCA)
  • Highly experienced Retirement Planners
  • Qualified
  • Flexible - Can visit you at your home
  • Fully DBS Certified

Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.

For specialist tax advice, please refer to an accountant or tax specialist.

For expert Estate Planning advice contact Thomas Oliver

Complete our quick enquiry form or call our advisers on
01707 872 000

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