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
[email protected]
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 [email protected].
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
[email protected]
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Thank you for steering us so expertly through the sale of our property in the midst of all the disruption to work places and offices. We have greatly appreciated your calm in all of it.
I would rate Catherine Causey very highly. Excellent practical advice leading to better than expected outcomes.
Thank you very much for undertaking this work for me in such a professional and efficient manner; I appreciate it very much.
The service provided was highly professional, and I was kept well-informed throughout the process. The final cost was within what was initially stated. I will not hesitate to use their services again in the future and would confidently recommend them to others. Thank you.
Nothing has been too much trouble, phone calls returned promptly and I felt that my well being has always been at the forefront of your mind at all times.
Catherine has helped us enormously in obtaining compensation from a telecoms(broadband) company who damaged our private land and trespassed on our land. She has shown tremendous determination, drive and commitment in helping us, often going above and beyond. We are very grateful indeed and would strongly recommend Catherine. We wish her every success in her chosen career.
We would like to thank you so much for the conveyancing of our property. You made it very painless for us and helped us through it all.
Thomas Lewis did an amazing job, we were very impressed with his knowledge and professionalism.
Marie was exactly what we wanted from a conveyancer – informative, approachable and easy to contact.
Chelsea McIntyre was very approachable, responded to all my questions quickly and was a pleasure to deal with.
Julie McDermott is always a pleasure to work with. She is polite and talks in a manner that is understandable.
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