Estate Planning
Solutions and
Advice

One of the greatest concerns for many of our clients is ensuring they leave a legacy behind for their loved ones. In our day and age, leaving a sum of cash behind is no longer enough. You’ll need to consider an array of estate planning solutions such as Trusts, Wills, and minimising Inheritance Tax.

Why You Might Need Estate Planning

Whether you are a young professional, business owner, or an individual with a family that relies on you, you will most likely benefit from estate planning advice. There are many risks associated with estate planning in the UK, which is why you should always prepare for every scenario.

  • If you want to leave something behind for your loved ones, we can help formulate diverse strategies that will protect your estate and promote growth.
  • If you want to make a beneficial gift that will keep on giving to future generations, our family estate planning solutions can help you achieve this goal.
  • If your circumstances or requirements change, our ever-present financial professionals can help adapt your estate planning strategy on a continual basis.
  • If you want to maximise the amount that you leave behind, we can help you distribute your estate in the most tax-efficient and protected way possible.
  • If a loved one divorces, we can help keep your legacy in the family and ensure your money ends up where it was intended.

Our Estate Planning Services

Our estate planning services encompass an array of different solutions and strategies, from wealth preservation to family estate planning solutions, and everything in between.

At Efficient Portfolio, our team of qualified professionals will provide unparalleled estate planning advice. We offer guidance on Inheritance Tax planning, the creation of Wills, the creation of Trusts, and the maximisation of your legacy.

Clients who seek estate planning advice hope to achieve peace of mind and leave behind a purposeful legacy for their loved ones. Even when you are no longer here, you can continue to provide comfort and financial security to the ones you love the most.

Our Happy Clients

Our aim is to fulfil and exceed client expectations by offering a bespoke estate planning service. If you want to hear how we’ve done this, check out what our satisfied clients have to say…

Have an Estate Planning Question?

Trustees, Inheritance Tax, and financial protection are just a few basic touchpoints, however, there are many aspects to consider when looking at estate planning solutions. If you have a question regarding our services, it may already be answered below.

How Can I Reduce My Inheritance Tax?

Even when you are no longer around, Inheritance Tax could still pose a risk to your finances. 

To provide the best possible life for your loved ones you should explore estate planning solutions for savings, such as pensions, Trusts, gifting and more.

How Do I Protect My Money If My Child Divorces?

Protecting your money if your child divorces can be a tricky situation to navigate. However, a qualified advisor can help you protect your wealth and prevent it from leaving your family.

How Do I Pick a Trustee?

Choosing someone to be your Trustee is not a decision that should be taken lightly. Ideally, your trustee should be someone you trust who is geographically close-by, of an age that will likely survive you and someone who will carry out your wishes.

How Do Trusts Work?

Simply put, a Trust works by ring-fencing your assets and protecting them against certain financial risks such as tax, divorce, and care fees. It's one of many family estate planning solutions designed to protect your assets and strive for financial stability for loved ones.

Book a chat with our experts

The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.

Our Other Financial Planning Services

At Efficient Portfolio, we pride ourselves on offering our clients a wide range of financial planning services. Retirement planning is just the first step towards creating a financially secure future.

Retirement Planning

If you want to retire comfortably and securely, you must always plan accordingly. A comprehensive retirement plan can help you maximise your opportunities and bring peace of mind for the future.

Mortgage Advice

It’s never easy deciding which mortgage is most suited to your individual needs. Our qualified advisors can offer you the best independent mortgage advice out there and make this process all the easier.

Financial Protection

Ensuring you have finances for the future is important, however, it’s also imperative that you protect your wealth. Create a financial protection strategy that fits your goals, needs, and circumstances.

Investment Management

Investing in your future begins with creating a sustainable yet flexible wealth portfolio. A professional wealth management advisor can help you create an investment plan tailored to your individual needs.

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