About Brunsdon Estate Planning
Life-changing decisions can be overwhelming, especially when large, widespread estates are concerned. And facing the future unprepared can be daunting, but when our specialist team clearly explain bespoke Estate Planning solutions, the best route forward becomes clear.
People spend a lifetime building their wealth and assets but often give little thought to what happens to those assets after they pass away. At Brunsdon Estate Planning, we are dedicated to helping you protect your wealth throughout your lifetime, and beyond. Planning anything financial or legal can feel daunting – that’s why we offer a personal service to hold your hand and guide you through it all.
At Brunsdon Estate Planning, we want to ensure your affairs are in order and your family is protected giving you complete peace of mind moving into the future. We don’t want you scratching your head in confusion, we want you smiling knowing everything is sorted. Estate planning comprises several elements that ensure that you have full control over what happens to your estate when you are no longer around.
How can you protect your personal estate?
Estate planning helps you to have full control over what happens to your estate when you are 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 and beneficiaries.
We’ll organise your options into a tax-efficient, legally-compliant strategy. Our specialist team will advise on the most up-to-date methods available to ensure an effective transition of estates to the next generation. Protect your estate, protect your legacy – this is where we come in:
Why is Estate Planning important, and what happens if you don’t have one?
It’s important to protect your assets to save your family from the unknown, including huge taxes. Whilst estate planning is essential for everyone, HMRC considers an estate worth over £2.5 million at the date of death as complex. A comprehensive plan will maximise what your heirs receive; expert advice will ensure they are passed on most effectively.
If you die intestate (without a Will) the distribution of your assets will be determined by the government. It’s a common belief everything will automatically pass to one’s spouse or civil partner, but this often isn’t the case. Your estate is shared out in a standard way defined by the law of intestacy – this decides who gets what and how much, as well as the order of priority starting with immediate family members. Unless you’re married, your partner will not inherit anything regardless of how long you’ve been together as they are not regarded as family. All they will inherit, through the intestacy rules, is the home if it is owned as joint tenants. If owned as tenants in common, the deceased’s share is still subject to intestacy.
Key benefits of estate planning
- Security for your loved ones
- Have someone to rely on
- Reassure your loved ones
- Avoid disputes
- Keep property in the family
- Inheritance Tax Planning (IHT)
- Support your favourite causes (legacy donations)
How Brunsdon Financial can make your life better
We understand not being here anymore and leaving your loved ones is not something anyone wants to think about. But the truth is, to have full control of how your estate is handled after you die – including your wealth and assets – you need to have a plan. So we’re here to help you every step of the way with our personal estate products that put you in control of your future, whatever it may bring.
Whether you’ve been a long-standing client of ours for years or you’re just embarking on a new partnership with us, let us share with you a little bit about our background. Since our establishment in 1932, we’ve grown significantly and now have a nationwide presence. However, our client-centred approach remains at the heart of our operations.
Our specialists at Brunsdon Estate Planning can help you set up your estate plan in line with the new legislation, and minimise inheritance tax through exemptions, allowances, gifts, life insurance, charity donations, and general expenditure. The services we offer not only protect your family home and land, but also the ownership of your business. We will talk you through the options and find the most efficient one for you and your family.
At Brunsdon Financial, we’re all about taking care of people. Our goal is to ensure things are good for you, good for your family and good for your estate. We do it by making sure your assets get the best chance of building wealth in your lifetime. And upon your death, we strive to ensure your family is supported, through expert planning today.
Check out our services page here
The Brunsdon Financial estate planning process
- One of our experts could visit you in the comfort of your own home
- We’ll listen to your needs and understand how we can help
- We can give you advice and explain everything clearly so you can confidently decide what you’d like to do
- You’ll then receive a welcome pack with a copy of how you’d like us to proceed
- Our legal team will then start to create your legal documents
- We’ll send you a draft document, so you can change anything you’d like to
- Once you’re happy, the final documents will be created
- Then you can relax, knowing everything is sorted
Who you’ll be working with
Estate planning can be a minefield, which isn’t helped by the fact Will writing is a fairly unregulated market. It’s important to check your adviser has a qualification from the Society of Trust and Estate Practitioners and is up to date with the ever-changing legislation.
Luckily, you don’t have to question the professionals you’ll be working with at Brunsdon Estate Planning as we’ve headhunted the very best estate planning specialists anyone could hope to work with. We understand how the decisions you make now will significantly impact many matters and people’s lives. Given the sensitive nature of such decisions, we value the importance of specialists who are highly regarded within the field. You’ll need a compassionate friend who’ll prioritise you and your family’s interests from the outset.
Meet our Estate Planning Advisers
(Tax, investment, and legal specialists) –
Estate Planning Adviser
Estate Planning Adviser
Estate Planning Adviser
Estate Planning Administrator
Brunsdon Financial understands that giving your family a secure future and protecting your wealth is the number one priority. Our Estate planning specialists are on-hand for all your Will writing, trust fund and estate planning needs, they’ll support you through some of life’s most important decisions. You and your family will always remain at the very centre of our thinking.
