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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

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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.

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UK Inheritance Tax (IHT) receipts hit a record £5.4 billion in the 2018/19 tax year, and are expected to carry on growing.

It’s never too soon to get started with Inheritance Tax (IHT) planning. Are you aware of the solutions available that may help mitigate the impact of your IHT bill? Our guide may be able to help.

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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.