Estate, Succession and Later Life Planning
Estate, Succession and Later Life Planning
We understand that certain aspects of Lifetime financial planning can raise complex questions that may seem overwhelming.
Our extensive experience has shown that by engaging in collaborative discussions to address these matters as early as possible, you can alleviate the stress and urgency and avoid making rushed decisions in the future.
Inheritance Tax
The topic of Inheritance Tax can be intricate, and many individuals find it to be an unfair burden.
As property values have surged in recent years, more families now potentially face Inheritance Tax obligations. When coupled with concerns about potential Long Term Care expenses, which often necessitate the sale of assets, there is a multitude of factors to carefully weigh as we approach retirement and our later years.
Here to assist you
Our dedicated team will help you in comprehending and exploring various solutions, ensuring your peace of mind for now, and the future.
One Four Nine Wealth Financial Planners possess profound expertise in this intricate domain. We are adept at guiding individuals and multiple generations within families, frequently collaborating with other professionals to safeguard wealth and attain optimal outcomes for you and your loved ones.
The Financial Conduct Authority does not regulate on Estate Planning, Trust Planning and Tax Planning.
Through One Four Nine Wealth, you will be able to secure your Legacy for generations to come.
Martyn Southam, Regional Director
Safeguard Your Legacy
Through One Four Nine Wealth, you can safeguard your Legacy for the wellbeing of generations to come. Discover a knowledgeable expert near you to finalise your plans and take proactive steps towards securing financial freedom and peace of mind.
Useful Guides
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Guide to Preserving Wealth
Planning for the future might initially feel overwhelming, but it’s an invaluable step in ensuring your hard-earned wealth serves the people and causes closest to your heart.
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Guide to Trusts
Building wealth often takes years of hard work, but without proper planning, it can quickly diminish within your lifetime and may not endure for future generations. We aim to collaborate with you to create a well-thought-out plan, ensuring you are prepared for whatever lies ahead.
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Guide to Later Life Care
Have you ever considered how far ahead you plan when you think about your future? Perhaps you’ve considered what your life will look like in 10 years, but have you considered your later years?
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Guide to Estate Planning
Although the thought of legacy planning may seem daunting initially, it presents an invaluable opportunity to ensure that your wealth finds its way to the individuals and causes that hold a special place in your heart.
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Guide to Making a Will
We often avoid thinking about the inevitable, but planning ahead is crucial, especially when it comes to securing your loved ones’ futures. Writing a Will isn’t just a legal formality; it’s a way to ensure your assets are distributed per your wishes and your family is cared for even when you’re not around.
