Estate planning can be complex and time consuming. It can be upsetting and stressful to think about death and what could happen to your family when you're gone. Our aim is to give you peace of mind that your assets will be passed on to your loved ones as tax efficiently as possible.
There are a number of options to consider when planning how to pass on your estate. These include exemptions, gifts, life assurance, trusts and investments. Taking expert advice in these areas can not only save you money, but will save your beneficiaries from paying more Inheritance Tax than necessary in the event of your death.
Whatever your priorities are, the sooner you start your planning the more you can do.
Cambridge Financial Services Ltd is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Auto-Enrolment, Tax Planning, Trusts, Employee Benefits and Estate Planning are not regulated by the Financial Conduct Authority.