Estate Planning - Ascot Wealth Management
By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.
By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.
Planning for the next generation and understanding the potential impact of inheritance tax thresholds 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. Proper planning can also involve the use of trusts, ensuring that assets are protected and distributed according to your wishes.
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. Our service includes guidance on HMRC requirements and assistance with the necessary registration process to ensure compliance. Additionally, we help you register with the HMRC if required, ensuring all aspects of your estate are properly managed and documented.
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.
Enter your details below to grow your financial knowledge and keep up to date with the latest financial updates and trends.
Copyright © 2022 | All rights reserved.
Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference number 551744.
Ascot Wealth Management Limited is a registered limited company. Company Number: 07428369
