Estate Planning

Estate planning to give you greater control

Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy and an opportunity to leave more of your legacy to your loved ones.

Working with your solicitor, we can advise on lifetime gifting and trusts to ensure that your wealth is passed on to your preferred beneficiaries when you want it to be and potentially protect it from inheritance tax (IHT).

Inheritance Tax Planning

Even relatively modest estates can be subject to inheritance tax, especially when the family home is taken into account. There are a number of ways the burden can be reduced but the rules surrounding IHT can be very complex. Eastcote Wealth Management can help you explore a number of potential ways of mitigating any IHT liability. These might include life insurance, gifts, trusts and specialist investments, including using your ISAs to reduce IHT.

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Trustee Investments 

The Trustee Act 2000 imposes various duties on trustees including a statutory ‘duty of care’ and a duty to obtain and consider proper advice when reviewing or making trust investments. This is particularly true for professional trustees such as solicitors and accountants who are held to a greater standard of care than say family members acting as trustees.

Constructing your investment solutions

Eastcote Wealth Management has a wealth of knowledge and experience in constructing investment solutions for trusts. The type of trust and the needs of the beneficiaries will guide us in putting together a suitable portfolio and tax-efficient solution. Regular reviews will ensure that needs continue to be met and any changes in tax and legislation can be allowed for.

Please do not hesitate to contact us if you would like to discuss your options in more detail. Remember, we offer a free no obligation consultation and will be happy to help if we can. We take a holistic and long-term approach to wealth management, opting to build a lasting relationship with you and provide a tailored solution for all of your investments.

Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.

Service Options

  • PremierOur top level service for wealthy clients with complex financial circumstances. These might include business ownership, family wealth & estate planning, tax-efficient investments and intricate pension planning.
  • CoreA high quality, personal service for affluent clients with regular review meetings covering all aspects of wealth management.
  • LightThe starting point in financial planning for clients with more straightforward investment, pension and protection needs.

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