Inheritance Tax Planning
Effective estate planning aims to ensure that the wealth you have accumulated during your lifetime is distributed to the right people, at the right time and as tax-efficiently as possible. Regardless of your level of wealth, estate planning is a vital part of your overall financial plan.
Protecting your estate
If your estate is likely to be worth more than the Inheritance Tax allowances, you need to consider the potential impact of Inheritance Tax on your family. Proactive planning will make a significant difference and may help to reduce or mitigate Inheritance Tax.
Whatever you wish for your wealth, Partridge Financial will create a bespoke plan that reflects your priorities and particular circumstances. Planning ahead give’s you greater control, privacy and an opportunity to leave more of your legacy to your loved ones.
To find out more about how we can help you, please contact Partridge Financial on 01969 625053 or email andrew@partridgefinancial.co.uk or scott@partridge financial.co.uk.
Other Services
Investments
The key to achieving your life goals is making sure your money works as hard as you are. Investing your savings could be a way to generate income in the long-term. At Partridge Financial Ltd. we will look at the most tax-efficient ways for you to do this at a level of risk you’re comfortable with. We use an innovative portfolio solution driven by ground-breaking fund screening technology.
Pensions
It’s never too early to start thinking about retirement. The right planning can help you enjoy this stage of your life. We will help you create a pension plan to suit your needs, so you can reach your retirement goals. Even if things in your life change we’ll adapt your plan to make sure it stays on track.
Protection
Your personal financial plan should include making sure you’re protected if you were to become seriously ill or injured, lose your income, or pass away prematurely. Partridge Financial Ltd. will help you navigate your options with the aim of ensuring you get the right protection for your individual needs and cover what’s important to you.
Book An Appointment
It all starts with a free, no obligation conversation to understand if the service is right for you. There are no hidden fees or charges, and you’ll only start to pay for the service if you decide to take forward the recommendations we present to you in your tailored financial plan.
Advice and product fees may apply. Tax treatment depends on individual circumstances and may be subject to change in the future. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
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We’re happy to help you. Ready to start a conversation?
Contact Partridge Financial Ltd. today to learn how we can help you. Through face-to-face or telephone based financial advice, we help you develop lifetime financial plans that factor in your short, medium and long-term objectives.