At Hamnett Wealth Management, we know that no matter how large or how modest, everyone has an estate and that you will want to control how it is administered to the people or organisations you care most about. Our impartial estate planning advice can help you plan ahead with confidence in order to minimise the tax burden for your family and loved ones in the future.
We see estate planning as much more than just inheritance tax advice. The recommendations that our professional, qualified and Independent Financial Advisers make will take into account all of your investments, retirement and protection strategies so that your estate planning fits your goals in these areas.
We offer bespoke personal advice on all aspects of Trust and personal tax law:
- Tax planning – advice on how to avoid, postpone and/or reduce it
- UK and offshore tax advice
- Inheritance, Income and Capital Gains Tax advice
- Inheritance Tax returns
Trusts allow you to retain some degree of control over the assets or capital within it. We can help you to create the right Trust to protect your assets and help your beneficiaries. We help you manage your new or existing Trust administration and can advise your trustees about their powers and duties as well as help trustees choose and check the performance of an investment adviser, prepare annual trust accounts and tax returns.
Trusts are complicated but at Hamnett Wealth Management, we speak in plain English and explain everything comprehensively. We try to make everything as simple and easy as we possibly can. We encourage you to ask as many questions as you need to until you are comfortable and able to make an informed decision as to how you wish to progress
Take control of your tax planning today. We offer a free initial consultation where we will assess your needs and explain how we can help.
Call us now on: 0114 235 3500 or email us at: advice@hamnettwealth.com
