Our team includes experienced and knowledgeable Trust & Estate Practitioners who specialise in this field. Both are full Members of the Society of Trust & Estate Practitioners.
Key Contact
Chris Hill
Director – Chartered Financial Planner
01626 242501
07458 062360
chris.hill@wbwcfp.co.uk
Estate Planning and Inheritance Tax Mitigation are two different objectives, but a properly designed strategy designed to achieve one will also very often achieve the other.
Inheritance Tax is usually only an issue if the value of your estate exceeds the tax allowances available. Those can be quite complicated but could be as little as nothing or as high as £1 million.
Poor planning can either at best substantially reduce the amount your beneficiaries receive or at worst also compromise your own financial independence and security, in particular if your health deteriorates in later life. Our service is designed to avoid both of these scenarios.
Almost certainly you will require a combination of legal and financial advice. It is crucially important to ensure that the financial advice you receive is fully integrated with Wills, Trusts and Powers of Attorney.
Our team includes experienced and knowledgeable Trust & Estate Practitioners who specialise in this field. Both are full Members of the Society of Trust & Estate Practitioners. We will take the time to understand your situation, your objectives, and any legal advice you have been given. We will then design a strategy to achieve your estate planning and tax mitigation objectives, whilst prioritising your own financial security and working with your legal advisers as appropriate.
If you do not already have a legal adviser, we will explain exactly what legal advice is required and we will introduce you to a suitably qualified and experienced practitioner if you would like us to do that.
For further information, or to arrange a no obligation appointment, contact us today by telephone on 01626 242500 or email enquiries@wbwcfp.co.uk.
WBW Chartered Financial Planners is a trading style of Centurion Wealth Management which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE. Registered in England and Wales.
Key Contact
Chris Hill
Director – Chartered Financial Planner
01626 242501
07458 062360
chris.hill@wbwcfp.co.uk
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We really appreciate your professionalism and will definitely recommend you to our friends and family.
Thank you Mr Richards for all your help with the dispute regarding the Codicil.
Your advice has always been very clear and we have much appreciated your guidance and approach.
I wanted to say how good an experience it was working with you and WBW. The prompt replies and smooth processing was much appreciated and not always forthcoming in my experience. Thanks again.
Excellent service in selling unregistered property in Newton Abbot. Lucy was very helpful, efficient and kept me up to date with proceedings. i would completely recommend her services.
Laura is a pleasure to work with and is our first port of call with all our legal requirements. We always get a first rate professional service all rounded off with a lovely personal approach.
Excellent service. The person dealing was very approachable and very helpful. After care service was good when I approached her about an associated matter. All in all, very efficient.
We just wanted to say thank you so much for all of your help in helping us to move into our new home. It made such a difference that you always responded so quickly to our emails and calls, especially when our plans had to change.
We are very appreciative of your dedicated service, which has led to the very smooth process of completing our house sale – especially considering the current international circumstances.
We were very impressed the first time we used Louise Crockford at WBW. Being able to call her directly and get an instant answer is extremely useful. We had several house purchases fall through, but Louise took the pain out of a stressful process.
Thank you again for all you have done for us not just for the sale of the house, but for all that you have done for us over the years too. You have made our dreams come true. Thank you to all the staff at WBW Solicitors too.
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