As Financial Advisers who give advice on Estate Planning in Sutton Coldfield, we often find that people who have made a Will have not thought about financial advice!
We find this baffling. Perhaps people don’t realise that to leave a tidy sum of cash and assets to their loved ones, they need to think about building their wealth, and protecting it. Estate Planning in Sutton Coldfield requires the advice of a qualified financial adviser, as well as the expertise of a solicitor.
Your solicitor will know how to draft your Will and make sure that it is legally valid, but what about Inheritance Tax? What if you should fall ill or need to go into care? Will you be able to live comfortably in retirement?
When you sit down with one of our Financial Advisers to talk about Estate Planning in Sutton Coldfield, they will suggest how can you protect your wealth throughout your life and when you die ensure that more of your money and assets stay with your family, not the tax man. In other words, by working with a financial adviser on Estate Planning in Sutton Coldfield you will have greater peace of mind that there will be something in the pot for your beneficiaries as set out in your Will. Otherwise it is just a wish list!
Every aspect of financial planning is linked, and we have a holistic approach that we call Lifestyle Financial Planning. As a matter of course we will look at your whole life. Literally from cradle to grave and this will include looking at your Estate Planning in Sutton Coldfield.
Inheritance Tax Planning, Estate Planning & Will Writing are not regulated by the Financial Conduct Authority.
Will Writing is not part of the Quilter Financial Planning Offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Please contact us, we will be happy to help.