Estate Planning
Estate Planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during their life, making sure wishes are followed, and minimising the amount of taxes due on the estate after death. Putting savings, investments, life policies or assets into a trust can play an important part in estate planning. .
Want to start planning for your family’s future?
Contact Us
We would love to answer any questions or schedule a free consultation. Please feel free to call us at any of our offices or send us an email by completing the form below.
If you would like to speak to an adviser in your local area, please call direct on one of the numbers shown, or leave a message below leaving your postcode, and we will have an adviser that covers your area.
01432 343322
Head Office
Kemble House
36-39 Broad Street, Hereford HR4 9AR
01495 213958
Abertillery, Gwent
0121 5169191
Birmingham, West Midlands
01179 728780
Bristol, Avon
01594 800912
Cinderford, Gloucestershire
07815 784258
Derby, Derbyshire
01743 356661
Longden Common, Shropshire
01952 305025
Loughborough, Leicestershire
01354 662533
March, Cambridgeshire
01785 748281
Stafford, Staffordshire
01329 608684
Titchfield, Hampshire
01744 895989
Wigan, Lancashire