Estate Planning

Avoid paying tax again on wealth you’ve accumulated and been taxed on already!
Proud to be ranked no.1 for a second year running!

Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

Our team advise on:

The value of investments can fall as well as rise, you may get back less than you invested. 

The Financial Conduct Authority do not regulate estate planning and trusts.

Business Property Relief Schemes invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Inheritance Tax & Estate Planning

Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

To read our guide on High Net Worth investment tax mitigation​, click the link below:

Contact us now & we’ll be ready to help!

If you have any questions, then please do not hesitate to send us a message and one of our financial advisers will contact you.

We’re very proud of winning this award, for the second year running, which recognises not only the growth of our Network over the past year, but also our continued commitment to providing quality face-to-face advice.

We’ve always known that we have the very best advisers in the market – and we’re delighted that winning this award underlines that. 

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk

Halcyon Wealth Ltd is registered in England and Wales. Companies House No. 10311380. Halcyon Wealth Ltd registered office: 68 Lombard Street, London EC3V 9LJ Telephone 0207 868 2891. Halcyon Wealth Ltd (Financial Conduct Authority No. 758949) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.