Estate Planning

Estate Planning

Once you have amassed all the wealth you have and created the incredible plans that you have in place, it is vital to ensure that your assets are left to who you want them to go to in the correct proportions. Writing a will is key to ensuring that this happens and avoid a lot of hassle and stress for your loved ones upon your death. Pensions, Investments, and Estate Planning Odyssey Wealth management is the arm we use for our investment planning needs from setting up a private or group pension scheme to setting up a regular ISA investor.

Many people worry about inheritance tax. In one swoop, it can take away up to 40% of the assets you’ve saved so you can pass them on to your children and grandchildren.

Careful estate planning is necessary if you want to protect your estate and its assets, and safeguard your children’s legacy. Above all estate planning protects your family in the event that something happens to you.

We want to make estate planning a life-affirming action rather than something morbid, that’s why we talk to you about the people you care most about so that you can ensure their future happiness. We’ll also look at your assets so that we can help you take the appropriate steps to minimise, and possibly avoid, IHT.

Estate planning can also help you mitigate other risks associated with costs of residential care, remarriage, divorce, guardianship, bankruptcy and owning your own business.

You may think that estate planning is only for the wealthy but it’s time to think again, and it doesn’t have to be complicated.

Plan ahead and safeguard your children’s legacy

We understand it’s easier to discuss personal matters face to face so book a free estate planning consultation with us now by completing the form below.

The Financial Conduct Authority does not regulate Estate Planning.

LIFE PLAN

MORTGAGE ADVICE

PROTECTION

ESTATE PLANNING

Looking for Experienced Financial Advisers?