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   Estate Planning

Careful Estate Planning is important to ensure that when you die your wealth is distributed according to your wishes and that your loved ones are adequately provided for.

Estate Planning also helps you limit the amount of inheritance tax that your heirs will have to pay.  You may be surprised at how much your assets are actually worth as your home, savings and investments, pension and life insurance policies all contribute to your beneficiaries’ tax liability so you may find your loved ones saddled with a large bill.

At Personal Financial Solutions, we can help you with every aspect of Estate Planning, from working out your inheritance tax liability to writing your will and setting up trusts.

Will writing is not regulated by the Financial Services Authority.

      — see the  2  topics shown under  “ OUR SERVICES ”  relating to  Estate Planning


For an immediate response call us on   01473 234500   or complete our  Enquiry Form.