Estate Planning

By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.

What is Estate planning?

Planning for the next generation and the potential impact of inheritance tax is important in wealth planning.

However, estate planning is not just about reducing tax. It’s about giving you peace of mind for the future, knowing you’ll have enough after retirement and your loved ones will have the financial support they need.

Every family is different and every estate is unique. We understand this and we work with our in-house tax specialists and, where appropriate, financial planners to create a bespoke plan that works for you and what you want to achieve.

Laura Gault

Financial Adviser

Estate Planning Adviser

Laura leads Ascot Estate Planning Ltd, alongside Mark Insley.  Having successfully completed a placement year with the Company during her Law Degree at Bournemouth University, she returned as a graduate; her wealth of legal knowledge makes her a valued member of the team. Laura has been sitting further professional qualifications and is currently completing her STEP Diploma in Trusts and Estates – England and Wales.  Laura brings extensive experience to her role and she is a specialist in Life Assurance, utilising this technique for Inheritance Tax planning.  

We Offer A Full Range Of Estate Planning Services

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"Estate planning ensures that your spouse and children are taken care of"

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