Estate Planning

Estate Planning

If your assets are worth more than the current “nil rate band”, a large chunk of your estate could end up with the Chancellor through inheritance tax.

We have many solutions for inheritance tax issues, ranging from the use of offshore bonds and trusts to simple life assurance products.

Basic estate planning can be as simple as making a will (or updating an existing one).

Planning to reduce and/or mitigate your estate’s liability to inheritance tax is another important aspect. There are many ways to achieve this, but it's important to get proper financial & legal advice to ensure that the as much of your estate as possible ends up with your intended beneficiaries.

 

La Playa: Investing with Intelligence:  

  • Independent professional advice
  • “Can do” culture
  • First class personal service
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“I just want to say what a great service I have had from La Playa Wealth around my pension that I have finally got round to thinking about seriously! You've been incredibly thorough and had the patience of saints. Thanks to you I feel a lot more confident about the years ahead!”

Ann C

 

Ready to work with us?

You can call us to talk more about your business on +44 (0)1223 200650 or +44 (0)20 3865 0149

What's Covered?

Proactive advice
Clarity of vision
Real service
Confidential

About La Playa Wealth

Specialist & Independent

La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.

Investing with Intelligence

  • Proactive advice: tapping into the intellectual capital of a Chartered Wealth Manager - your financial ‘life coach’
  • Clarity of vision: with cashflow modelling to show how and when you will reach your objectives
  • Real service: a regular, rigorous review of your plan - not just ‘service by mail’; and quarterly market insights and commentary
  • Real commitment: a long-term, personal relationship with face to face meetings - spending time with you to really understand your priorities

Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof. 

Get in touch - our initial consultation is free, and it could be the best move you make this year.

Photo from Wealth