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
Mike Palmer Dip PFS
Financial Services Manager
mike.palmer@laplayainsurance.com
 | Talk to me on 01223 200674 |
 | Download Estate Planning |
Testimonial
“Dear Mike, just a small note to thank you for meeting with us to discuss our pension options. You made a potentially stressful situation so much easier, for which we are very grateful. ”
Lewis & Jill B
