Inheritance Tax, Estate and Trust Planning

A Guide to Preparing a WillThinking about your death can be a difficult subject, but it pays to make arrangements for what happens to your finances when you die, or if you are no longer able to take care of your own affairs. Taking the right steps now will help to ensure that your family and loved ones are looked after and their financial future is secure.

We’ll also use our expertise and experience to ensure you and your family enjoy a financially secure lifestyle in later years.

Estate planning can only be considered on an individual basis to suit your personal needs.  The size of the estate, nature of assets, interaction with other taxes, available income, family circumstances and the willingness of the individual to make lifetime gifts are all factors to take into account.

Our estate planning services include:

  • Inheritance tax planning
  • Transferring assets, including property
  • Trusts and gifts
  • Powers of attorney guidance
  • Wills guidance
  • Deeds of variation
  • Assisting executors in applying for probate
  • Professional executor services
  • Inheritance Tax Planning
Inheritance Tax, Estate and Trust Planning Download our FREE Inheritance Tax Planning Flyer

Contact us to arrange a no obligation introductory meeting to discuss your financial planning needs and how we can help you in more detail.

The Financial Conduct Authority does not regulate Taxation and Trust advice & will writing

Lamont Pridmore Asset & Wealth Management is the trading name of Lamont Pridmore Asset & Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. The firm reference number is 599259.

Please note that the value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future results.