Your estate

Effectively passing on your wealth is not something you can plan yourself - there are too many complexities. Please talk to us. We can guide you through the detail and, if legal advice is needed, we can put you in touch with lawyers experienced in this area.

We can help you to:

• make sure your beneficiaries lose as little of their inheritance in taxes as possible
• choose the most appropriate way of owning property
• select the right life assurance cover for you
• use property as an investment
• make a will
• reduce the cost of long-term care on your estate.

Our advisers have years of experience of dealing with estate related issues and can ensure you have a sound financial plan in this area.

Horwath Clark Whitehill LLP and Horwath Clark Whitehill Financial Services Limited are regulated by the FSA. The FSA does not regulate taxation advice and may not regulate all the products and services referred to on this website.

 

 

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