Estate & Trust Planning

Estate Planning advice that is finely tuned and flexible.

Estate Planning is often misunderstood as something that only very wealthy people need to do in order to avoid paying Inheritance Tax on their estate.

This isn’t the case and, with the general trend of property prices increasing, more and more households are at risk of seeing the amount they can pass on to loved ones seriously diminish if they do not take the right measures through sensible Estate Planning.

Passing an estate on to future generations is never simple. However, with careful planning and innovative thinking, our estate planning experts can help you to preserve more of your wealth for your dependants.

At Prosperitas Wealth Planning Limited, our specialist advisors provide estate planning advice that can adapt to changing circumstances, such as those caused by new or changing relationships, the arrival of children, future financial needs, pending retirement or issues surrounding advancing age.

Whatever your stage of life, and however you plan to manage your estate, we will conduct a thorough review of your assets and personal situation to formulate bespoke strategies to suit your immediate and future needs. Meaning you will not only be maximising the value of your estate, but also effectively protecting your assets, paying only what is necessary in income tax, capital gains tax and inheritance tax.

Areas we can explore together include:

Let Prosperitas Wealth Planning Limited secure your legacy with confidence.

 

All investments should be reviewed by a financial advisor regularly to ensure they meet your investment needs. Please feel free to contact us today to start an investment or review your current investment portfolio.

Remember: There are lots of factors you need to consider before making any investment decisions and regardless of the investment path you follow, investment returns are never guaranteed. This means that the value of the investment can fall as well as rise and you may get back less than you invested.

The Financial Conduct Authority do not regulate taxation advice, trusts and Inheritance taxation advice and estate planning.