How we can help you

We provide a range of services to help ensure that you and your loved ones are financially ready for the future.

By not preparing yourself now, it’s possible that your family could face many financial repercussions later on in life.

For instance, if you – or your partner – ever needed to go into care but haven’t taken into account the costs that apply, your family may have to find the funds to cover it. This, understandably, could cause them financial headaches and additional stress on top of what would already be a difficult time.

We understand that the subject of death and illness is a difficult one to contemplate. But we endeavour to make the process as straight-forward and stress-free as possible for you, whilst delivering the best possible outcome.

Amongst other services, we can help you:

Arrange a Will

If you want to choose who gets your assets upon your death, it’s vital that you have a Will in place. Drawing up a Will may prove harder than expected, but we can point you in the right direction. To provide this service, we've teamed up with Redstone Wills Limited. You’ll have access to a direct helpline to Redstone who can help you complete your instruction form and guide you through the process.

Inheritance tax planning

We can establish now whether you’re potentially liable for inheritance tax and, if so, look at possible solutions with you, to prevent your family from being hit with a 40% tax bill.

Some areas of Inheritance Tax (IHT) Planning are not regulated by the Financial Conduct Authority.  Some IHT planning solutions put your capital at risk so you may get back less than you originally invested. IHT thresholds depend on your individual circumstances and prevailing legislation, both of which may change in the future. Wills are not regulated by the Financial Conduct Authority.