"If you require control over what happens to your assets whilst alive, in your later years and after your death, then creating and maintaining an effective ‘Later Life and Estate Plan’ is essential."

 

“Tis impossible to be sure of anything but Death and Taxes,”

Source : The Yale Book of Quotations from Christopher Bullock, The Cobler of Preston (1716).

 

However, during a lifetime of hard work, you may want to protect as much of your wealth as possible and for it to pass into the right hands at the right time. But if you don’t plan ahead, your estate could be exposed to inheritance tax (IHT) and more so be eroded by care fees, where applicable, due to poor planning as we are inherently living for longer in general terms.

 

This is fundamentally where Tony Walker Financial Planning Services comes into it’s own by mapping out your current and future position from an income, taxation, asset structuring and ownership, estate value perspective, risks and opportunities thus enabling greater financial planning, leading to the creation of your ‘Later Life & Estate Plan.’   This may involve the use either individually or as a combination of specialist investment vehicles and products, trusts, as well as specialist pension products and life assurance (where appropriate).

 

Everyone’s requirements and motivations are unique. This is why all our solutions are kept as straight forward and simple as practically possible, which in turn can help keep advisory costs as competitive as possible.  All our bespoke modular planning solutions provide both initial and ongoing regular reviews, are delivered in three key stages – initial assessment and overview, structuring and planning, implementation.