Estate Planning

Estate Planning

· Estate assessment and Inheritance Tax calculations
· Making best use of Inheritance Tax allowances
· Reviewing your Wills and working alongside your own or specialist solicitors to provide a comprehensive estate planning and Inheritance Tax mitigation strategy
· Trust based planning

There are two certainties in life - death and taxes - and the purpose of estate planning is to make sure your capital reaches the people you want it to, in a quick and efficient manner, and with the minimum of taxation.  Planning needs to be flexible so that it can be changed as your circumstances alter throughout life.

This area of financial planning often involves close collaberation with accountants and solicitors so that the right planning is agreed and implemented.

Safe in the knowledge that your estate planning is in place, you can enjoy the here and now. 

 
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Schaefer Financial Management Ltd is an appointed representative of Burns Anderson Ltd, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

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Schaefer Financial Management Ltd. Registered Office Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS. Registered in England No. 04596404