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.