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Take control of your legacy
Estate planning is essential for protecting your assets, minimising taxes, and ensuring your loved ones are provided for. Starting the process of planning your estate can be overwhelming and involve a lot of complex decisions, legal considerations, and tax implications.
Taking financial advice during estate planning ensures that your wealth is protected, efficiently transferred, and aligned with your wishes. It reduces the risk of tax inefficiencies, legal disputes, and unintended consequences, giving you peace of mind about the future of your estate.
Our network of trusted advisers are here to guide you through the process, offering professional advice tailored to your needs which can be invaluable.
Our Service
We carry out regular checks and reviews on the advisers we work with to ensure we connect you with an FCA-regulated expert.
When you use our service to connect to an adviser in your area, you will receive:
- A free, no-obligation initial consultation
Discuss your goals with your adviser
- The option of impartial, personally tailored advice
All advisers are carefully selected, FCA-regulated experts
- The opportunity to match with a different adviser
If you're not completely happy with the service you receive from your adviser, we'll happily find you an alternative.
Do I need estate planning advice?
Estate planning advisers can offer valuable insight and guidance for a wide range of financial concerns:
- Minimise Taxes
An adviser can guide you on strategies to reduce inheritance tax (IHT) through trusts, gifts, or tax-efficient products.
- Manage Complex Assets
They help handle property, investments, pensions, or business interests efficiently.
- Plan for Long-Term Care
Advisers will help you prepare for any future care costs without depleting your estate.
- Adapt to Changes
They ensure your plan evolves with life events or law changes to make sure your estate always stays protected.
How much does estate planning advice cost?
Our service and the initial consultation is free, the adviser will then charge either:
- An hourly rate
This will vary based on the advice provided and will be agreed up-front.
- A small percentage
With ongoing investment management, you may be charged a percentage of the overall value.
- Fixed fee
For a one-off services such as transferring a pension or buying an annuity.
- Commission
This may apply to products such as insurance or mortgages.
Why you can trust us
Since 2009, we've helped thousands of people across the country connect with trusted local financial advisers. Our impartial, hassle-free service has helped them get the advice they need to achieve their financial goals.