For many years now we have been helping clients manage their wealth throughout their lifetime. Now, thanks to the launch of our Estate Planning service, we will be able to help clients pass on their wealth and assets to the next generation, tax-efficiently.
People spend a lifetime building their wealth and their assets but without the right legal documents and plans in place, these assets could end up in the wrong hands. And without any inheritance tax planning, you could be leaving your loved ones with a sizeable bill when you pass away.
Effective estate planning can ensure that you retain an influence over what happens to your Estate when you’re no longer around. The planning includes setting up a clear representation of your final wishes around money, property & possessions, and how you would like it to be left to your loved ones whilst ensuring that it is protected and preserved.
Unfortunately, Estate Planning can be a tough subject to address as no one wants to think about dying. The truth is that it is a huge relief once you get your affairs in order.
The launch of this new service will see 4 new faces join the team at Brunsdon Financial, including 3 Estate Planning Advisers and 1 administrator.
What does our new offering involve?
Estate Planning is made up of several different areas. Together, they will ensure that the right legal structures are in place and your assets will go exactly where you want them to.
- Inheritance Tax Planning
- Bloodline Planning
- Planning & mitigating care home fees
- Probate & Estate Administration
- Power of Attorney
- Estate Planning for Business Owners
Suprisingly, almost 80% of families don’t have an Estate Planning strategy in place (Survey by Schroders Personal Wealth, posted by FT Adviser, 2021). Thankfully, Brunsdon Financial are here to help. We’re a people-centric financial services company based in Gloucestershire. You can trust us to go that extra mile for your financial peace of mind.