Estate Planning Advice
Planning how your wealth is passed on is an important part of protecting your family’s future. As an Independent Financial Adviser (IFA) , we provide clear, impartial advice to help you structure your estate efficiently and in line with your wishes.
Expert, Independent Estate & Inheritance Tax Planning
We can help you:
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Minimise Inheritance Tax (IHT) through effective use of allowances and reliefs.
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Plan for intergenerational wealth transfer, ensuring your assets benefit loved ones.
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Integrate wills, trusts, and investments within a clear financial strategy.
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Review and update your plan regularly, as circumstances and legislation change.
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Our advice is fully independent and regulated by the Financial Conduct Authority (FCA), giving you confidence that your estate is managed with care, foresight, and professionalism.
Why Choose us as Your Independent Financial Adviser in Suffolk, North Essex & Cambridgeshire?
Independent and FCA-regulated
Unbiased advice from across the whole market
Friendly and approachable
Clear explanations, no jargon
Local expertise
Supporting clients across Suffolk, North Essex, and Cambridgeshire
Tailored guidance
Focused on your personal goals and retirement dreams