Estate Planning & Inheritance Tax

This area of financial planning can sometimes be an uncomfortable topic to discuss but in our view an essential conversation that you should have with your loved ones and a financial professional. From writing a Will, completing Lasting Powers of Attorney documents to an Inheritance Tax strategy we understand that this type of planning can be emotional, thought provoking and daunting. It can also feel like a problem which is a long way ahead in the future.

Without proper advice costs and tax can become significant and families can be significantly disadvantaged at what are often the most stressful of times.

We firmly believe that all of our clients should have their plans finalised prior to anything happening. Given our experience at Liberty Partnership we are certain that this area of financial planning is the most significant of them all.