Call us on 020 7315 6500 or request a call back

Helping you to protect the future of your estate

Developing an appropriate estate planning strategy is an essential and sometimes complex part of long-term financial planning. You may be considering the finances of an older family member, or looking at alternatives to gifting.

Your Saunderson House adviser can help you:

  • Understand what financial independence means to you, and through long-term cash-flow planning, help you to understand the impact and affordability of gifting strategies
  • Consider the appropriateness of and arrange life cover to protect your estate
  • Develop an appropriate investment and subsequent drawdown strategy to help minimise associated taxes
  • Construct a gifting and inheritance tax planning strategy and as appropriate, set up/review any trust arrangements and your Wills through referrals to trusted third party estate planning solicitors.

Key Contact

Ian McNally
Director
Ian began his career in Financial Services in 1986 Read More

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

GET IN TOUCH
RELATED CONTENT
Image

Consider your financial legacy

Considerations before death

 

Money Marketing Best Wealth Management Adviser

Saunderson House has been voted Best Wealth Management Adviser 2017 at the Money Marketing Awards. The judging panel praised our motivation, knowledge and professionalism. 2017 sees Saunderson House as Money Marketing Award winners and finalists for the fourth consecutive year.

SEE ALL AWARDS