ESTATE PLANNING

Wills and Estate Planning

Have you planned what will happen to your estate in the event of your death?

Do you have a legal will clearly indicating your wishes for what is to happen?

If not, we can help.

It is worth starting on estate planning sooner rather than later. This is particularly true when it comes to inheritance tax, as there is a seven-year period for many gifts and transfers, after which they become exempt from the tax if you survive.

We will help you to reduce the amount of inheritance tax payable and ensure that the current value of your estate passes to your chosen beneficiaries.

Our team are able to offer you a free initial consultation – just call us to arrange an appointment.

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Call us for Advice - 0845 066 9432
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Inspirational Financial Management Ltd. Company Registration number 3539537, which is authorised and regulated by the Financial Services Authority (FSA) The FSA registration number is 223511. Inspirational Financial Management Ltd. Is part of the IFM Group of Companies Registered Office, Woodland View House 675 Leeds Road Huddersfield West Yorkshire HD2 1YY You can check these details by visiting:Companies House at www.companieshouse.org.uk The Financial Services Authority’s Register at www.fsa.gov.uk/register
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