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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Laura Thompson and her assistant Georgia, Louise Crockford, Karen Pearce and the truly lovely young lady at reception – all fantastic. Efficient and so friendly.
I have been extremely satisfied with your excellent services, efficiency and availability during the painful process I have had to undergo these past weeks. I am very pleased at the satisfactory and speedy outcome and would not hesitate to recommend WBW to my friends.
Katrina Skeels has dealt with my purchases each time, and I am extremely happy with her service.
Just a note to say a big thank you for all the hard work you put into my case. I am very pleased with the end result.
Miriam Saxl made a difficult job for me seem easy with her common sense approach and understanding. All I came in to contact with were professional and courteous.
We found Donna Rowland very helpful and patient giving useful information for our consideration which we acted upon.
Mr Selley was amazing. He kept me up to date on all matters. He was helpful and knowledgeable and I am extremely grateful for all his hard work.
Ben Thomas was absolutely amazing. As were all the staff that dealt with us. They went above and beyond.
Annaka was professional helpful knowledgeable I wouldn’t hesitate to get in touch with her again if I needed legal assistance.
Thank you for all your help, it’s been a smooth ride for me as my first time selling a property.
Rod and his team all worked hard to meet stringent deadlines and kept me informed at all times. All in all, very good service and straightforward process, thank you Rod.
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