INHERITANCE & ESTATE PLANNING
Pass on what matters, the way you intend.
Thoughtful planning so more of what you have built reaches the people you care about, with less uncertainty for them later.
INHERITANCE & ESTATE PLANNING
Pass on what matters, the way you intend.
Thoughtful planning so more of what you have built reaches the people you care about, with less uncertainty for them later.
INHERITANCE & ESTATE PLANNING
Pass on what matters, the way you intend.
Thoughtful planning so more of what you have built reaches the people you care about, with less uncertainty for them later.
A considered plan
Looking after the people you love
Looking after the people you love
Most people want the same thing. To look after the people they love, and to make things straightforward for them later on.
Most people want the same thing. To look after the people they love, and to make things straightforward for them later on.
Estate and inheritance planning is how you do that deliberately rather than leaving it to chance. It brings together how your assets are held, what happens to them, and how much of what you leave behind is affected by tax. It can be a difficult subject to sit down with, so a good planner makes it clear and manageable and takes the weight of it off you.
Estate and inheritance planning is how you do that deliberately rather than leaving it to chance. It brings together how your assets are held, what happens to them, and how much of what you leave behind is affected by tax. It can be a difficult subject to sit down with, so a good planner makes it clear and manageable and takes the weight of it off you.
What people come to us about
The questions behind the plan.
The questions behind the plan.
Most people arrive with one of these three. Any of them is a good place to start.
Most people arrive with one of these three. Any of them is a good place to start.
Knowing where you stand
“Will my children be left with a tax bill when I’m gone?”
We work out your position as it stands today, including allowances you may not know you have.
Knowing where you stand
“Will my children be left with a tax bill when I’m gone?”
We work out your position as it stands today, including allowances you may not know you have.
Helping them sooner
“Could I help the children now instead of leaving it later?”
What you can give away, when you can give it, and how doing so affects your own position later.
Helping them sooner
“Could I help the children now instead of leaving it later?”
What you can give away, when you can give it, and how doing so affects your own position later.
Protecting the family home
“What actually happens to the house after we’ve gone?”
Usually the largest part of an estate, and the part people worry over. We set the options out.
Protecting the family home
“What actually happens to the house after we’ve gone?”
Usually the largest part of an estate, and the part people worry over. We set the options out.
What happens next
From first conversation to a plan that works.
From first conversation to a plan that works.
The same four steps whatever you come to us about. Select one to see what it involves.
The same four steps whatever you come to us about. Select one to see what it involves.
1
A first conversation
A first conversation
No charge, no commitment
We start with a conversation rather than a form. Tell us where you are and what has prompted you to think about planning, and we will tell you honestly whether we think we can help, and how.
Nothing to prepare and nothing to bring
An honest answer on whether we can help
Watch & learn
Guidance you can watch
Guidance you can watch
Short explainers from our planners on the things that matter most here.
Short explainers from our planners on the things that matter most here.
How do you pass down wealth to the next generation?
Giving in your lifetime, what to leave behind, and the timing of both.
Questions, answered
A clear answer, before you need it.
No questions have been added yet.
Free guide
Take the thinking away with you.
Take the thinking away with you.
A plain-English guide written by our planners. No jargon, and nothing you have not asked for.
A plain-English guide written by our planners. No jargon, and nothing you have not asked for.
See more guides
PDF ·
12 pages
Inheritance tax, explained
What inheritance tax is, how it is worked out, and the choices open to you, so you can decide what is right for your family.
What is counted, and the allowances everyone starts with
Gifting, trusts and pensions, in plain language
The family home, the business, the farm
Get in touch
Want to put things in order for the people you love?
Have a considered conversation with a planner who will make it clear and manageable.
Get in touch
Want to put things in order for the people you love?
Have a considered conversation with a planner who will make it clear and manageable.
Get in touch
Want to put things in order for the people you love?
Have a considered conversation with a planner who will make it clear and manageable.
Finance made personal.
Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.
Finance made personal.
Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.
Finance made personal.
Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.