Estate Planning

How we can help

We at RFBS understand that you haven’t worked your whole life to build up your assets and secure your family’s future, only to lose it due to unknown inheritance allowances and key planning strategies. We can offer practical advice to implement a strategy so that your assets pass on to those you wish to leave them to, with the right level of control that you require, such as via a trust. Succession planning and family relationships are a key part of these considerations with your family being your most powerful tax planning tool for your estate.

Our estate planning approach involves a detailed review of your assets. We will learn about you, your family and your future security and understand how you want your personal wealth to be passed on whether to immediate family, friends or charity.

Any planning we do is always in close partnership with your solicitors – making sure that you have a will in place which is as tax-efficient as it can possibly be and this reflects your personal wishes.

Although the focus is on estate planning upon succession, some planning can and almost always should, be carried out during your lifetime. The law does offer many opportunities across an individual’s lifetime to pass on wealth in a tax efficient way and we can help to explore these options as well. We can advise you on what is appropriate, tailored to your personal circumstances, whilst ensuring you retain sufficient resources to fund your lifestyle requirements whilst ensuring future security to your loved ones.

As estate planning looks at the wider options for an individual, we can offer other services that complement this process such as, succession planning, retirement planning and wealth management and pensions & auto-enrolment.