ESTATE PLANNING

Your estate represents everything you've accumulated, but one certainty remains – you can't take it with you when you pass on. Estate planning isn't solely about transferring wealth after your demise; it's also about savouring life in the present and ensuring you have the means to sustain your lifestyle. That's why early planning is of paramount importance.

We're here to demonstrate how much financial security you'll need, facilitate the efficient transfer of assets, and collaborate with you to minimise or manage an inheritance tax burden. When the inevitable occurs, you may want to ensure that as much of your estate as possible reaches your heirs, rather than being eroded by taxes beforehand.

With the rise in property values and an improving economy, an increasing number of families face Inheritance Tax bills. This underscores the critical need to plan ahead.

Corpad Wealth Management Ltd is an Appointed Representative of Holyoakes Group Ltd, which is authorised and regulated by the Financial Conduct Authority.