Don’t leave your wealth to chance; plan ahead to protect what you’ve worked hard to build and secure a legacy for your family.
It’s natural to start thinking about the next chapter. Issues like Inheritance Tax, long-term care costs, and leaving a legacy may keep you awake at night. We’re here to help you plan for the future with confidence.
You have worked incredibly hard to build your wealth and you want to ensure that as much of your estate is protected and can be passed to your loved ones or causes that you hold dear.
We will work closely with you to understand your aspirations for your estate, we’ll build a plan and with your permission we can involve other members of your family to ensure that everything is in place so that you can be comfortable that the proceeds of your estate will remain in safe hands.
As we work with your professional advisers to ensure your tax mitigation strategies are on track, we’ll also help you understand the complex laws around Inheritance Tax planning. We’ll look at legitimate ways to reduce your liabilities, including gifting and trusts, but always taking time to understand your wishes for passing down wealth and build a strategy to reflect this, involving family members when needed.
We will also work with you to ensure that key elements for estate planning are in place and up to date such as Wills and Powers of Attorney, working with our partners to support, draft or update these important documents.
Privacy policy / Cookies policy / Complaints policy
Copyright 2025 Butler Toll Financial Planners
Production