Do I have the right plans in place for my estate?
No matter how much wealth you’ve built up, estate planning should be a key part of your financial plan.
)
Game-changing steps
Future-proof your wealth
Estate planning goes beyond just having a will in place. It determines how you pass on your money, business, property and possessions when you die, so it’s vital that you get it right and keep your plans updated.
Naturally, you have concerns about whether you’re making the right choices to provide the best for your loved ones. Implementing a well-crafted estate plan is not only a means to guarantee the financial wellbeing of your family but can also reduce Inheritance Tax liabilities and ensure assets are transferred in an orderly manner.
How we help you…
Assessing your position
A common question is “how much money will I need for the rest of my life?”. We use cashflow modelling to visualise what your life could look like based on different ‘what-if?’ scenarios, including gifting money to loved ones. Doing this will help you make the best choices and is a powerful tool for estate planning.
Wills and Trusts
Life and circumstances change over time, so the will you wrote 10 years ago may no longer be accurate. We work with trusted third-party experts to ensure it remains updated. If necessary, we will also discuss with our legal advisers the possibility of using a trust, but only if it will benefit you and your family.
Inheritance Tax planning
Most people want to leave a legacy behind when they die, and the more you can leave to loved ones, the better. We will work together to ensure your transfer of wealth is tax-efficient and explore the potential for immediate gifting to allow you to witness the positive effects it’s having on their life.
Please note that the Financial Conduct Authority does not regulate tax planning, will writing and trusts.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.
Step 2
Status check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.
Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “Will my loved ones be provided for?”
Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.
What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?
Eden Gate Financial Planning is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Best execution policy Client classification Conflicts of interest policy Your guide to making a complaint Personal Client Agreement
Production
