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One of the certainties of life is that one day we will die, however, whilst there are numerous calculators that can give us an expectation of longevity, these are based on averages. If we knew the date we would die it would be so much easier to plan what to spend and how to leave any remaining assets to our beneficiaries!
Alas, this detail is not yet available so planning to pass on the wealth you have accumulated is vital if you want to minimise the inheritance tax liability on your estate.
We will help you to work out the value of your estate and discuss what you want to leave to the next generation.
We will work with you to set up the best way to pass your assets on to your beneficiaries, there may be somethings that you want to do during your lifetime and others that will wait till post death.
We have the knowledge and experience whether you want to pay into a pension for your children and grandchildren whilst you are alive, put a lump sum into a Trust that sits outside your estate that you don’t need access to or like the idea of moving money that could be outside your estate but you can still access if your circumstances change, we can guide you through all the options.
When you let us do our job you can relax, enjoy life with the peace of mind that you the rewards for your hard work will pass to the right people at the right time rather than a large proportion being lost in tax.
We’re here and ready to help you face your financial challenges head on.
Call us on 0845 680 8910 or email: firstname.lastname@example.org
The Moneytree Corporation Limited Registered in England number: 4350758. Registered Address: 14 Gipsy Lane, Warminster, BA12 9LR. Savvy Financial Planning is the trading name of The MoneyTree Corporation Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice.
We are entered on the FCA Register No: 504571 at https://www.fca.org.uk/firms/financial-services-register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of investments and income can go down as well as up and you may not get back the full amount invested. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123, www.financial-ombudsman.org.uk.
Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF