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
- 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.