About Estate Planning

What is estate planning? Estate planning involves the preparation of a person’s assets and organising how they will be passed on to loved ones (or charitable organisation) in the event of their death or incapacitation.

A large part of estate planning is centred around minimising the amount of inheritance tax (IHT) an estate will pay by setting up gifts, trusts and life insurance. Failure to plan can lead to 40% of your estate going to the government. Through careful planning your potential IHT tax liability can be significantly reduced or eliminated completely.


Saving on Inheritance Tax

When the time comes, we all want our wealth to be passed on to those we care about, whether it be our family, close friends or our favourite charity.

But have we done enough to ensure that this happens?

Will there be much left once the taxman has taken his share?

We at Friend & Grant Wealth Management Ltd can provide the necessary independent advice to help you with your pensions, IHT friendly investments and life cover to cover potential IHT liabilities.

Estate planning is so easy to ignore until it is too late — don’t let that happen to you!

We can help put plans in place for whatever life throws your way.

Get in touch if you have any questions or wish to book a free initial consultation.

Contact us

Please note that the FCA do not regulate will writing, tax planning and trusts.