Passing on your wealth
You've spent a lifetime building financial security for yourself and your family. Our advisers help you protect what you've built, minimise unnecessary tax and make sure your wishes are carried out exactly as you intend.
Is this you?
I'm worried about how much inheritance tax my family will have to pay
Inheritance tax is a concern for many families, particularly as property values have risen. We can help you understand your current position and advise on steps that may help reduce the liability, including gifting strategies and trust arrangements.
I want to help my children financially without giving everything away now
There are a number of ways to transfer wealth to the next generation in a tax-efficient way while retaining financial security for yourself. We'll help you find the right balance.
I'm not sure my will reflects what I actually want to happen
We can provide advice on will and trust arrangements to help ensure your assets are dealt with in accordance with your wishes. This is one of the most important things you can do for your family.
I want to make sure my pension doesn't create a large tax bill when I pass away
Pension assets and how they interact with inheritance tax is a complex area, particularly given recent and proposed changes. We can help you understand your position and plan accordingly.
How we help
Estate planning is one of the most personal areas of financial advice. We take time to understand your family situation, your wishes and your concerns before making any recommendations. Tax treatment depends on individual circumstances and can change, we focus on the principles and work with your other advisers where needed.
- Inheritance tax review: understanding your current exposure and what options are available
- Gifting strategy advice: how to transfer wealth to family in a tax-efficient way
- Will and trust advice to ensure your assets pass to the right people
- Pension and death benefit planning, including nomination of beneficiary reviews
- Business succession planning for business owners
- Charitable giving strategies
- Power of attorney guidance
- Family wealth transfer planning across generations
Durham
"Nicola advised my wife and me individually and us together particularly in terms of financial planning and inheritance. Our funds are healthy and we are optimising growth and tax."
Verified client of Nicola Fort, TNS Financial Services
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Estate planning
Inheritance tax planning, wills, trusts and legacy planning.
Learn moreProtection planning
Life insurance to cover inheritance tax liabilities.
Learn moreWealth management
Keeping your wealth structured tax-efficiently.
Learn moreOngoing advice
Regular reviews as legislation and your circumstances change.
Learn moreLet's protect your family's future
Speak with one of our local advisers in Boston, Lincolnshire about estate planning, inheritance tax and making sure your wishes are carried out.