Estate and tax planning

It will come to us all in the end – the day when you or a family member ceases to receive a monthly pay cheque. But, have you got everything in place to really enjoy this time and to deal with what retirement might throw at you? We can help ensure that you’re as prepared as possible.

Here are just a few questions you might want to ask yourself as you approach retirement:

  • I haven’t looked at my Will for ages, would now be a good time?
  • What can I do to reduce Inheritance Tax?
  • How can I raise some capital from my house?
  • Who will look after my affairs if I am mentally or physically too frail to do so myself?
  • How can I help my parents with their nursing home costs?
  • Should I make provision now in case I need residential or nursing care in the future?
  • I want to provide for my grandchildren’s further education and development, so should I establish a trust fund?
  • My elderly aunt who has no other relatives needs someone to help run her affairs. How can I do this?

Recent legislation has made decision making more dificult, so obtaining expert advice is imperative. We can work with your existing financial advisers or recommend experienced independent advisers to achieve the best arrangements for you and your family.

We can help you plan your future to provide what’s best for you and your family.

This will involve making a Will and may involve the creation of a Trust(s).

Who to contact

If you would like more information in respect of this service including details of fees and expenses and an idea of the process involved and how to get started then please contact:

Reading office:

Shirah Blackwood
Tel: 0118 975 6622 / 01491 570900

Jessica Williams
Tel: 0118 975 6622 / 01491 570900

Priya Sharma
Tel: 0118 975 6622 / 01491 570900

Henley-on-Thames office:

Elizabeth Moffit
Tel: 01491 570900