Estate Planning - Strategic Wealth Solutions

Estate Planning

Planning for the worst is not something you want to deal with, but the consequences for your loved ones if you don’t can be stressful, confusing and costly.

Plan for the processing of your legal, financial and personal tax affairs after you’ve died
Make the most of your assets now, retain access and potentially avoid that unwanted IHT tax bill.
Advice on how to consider and assess all of your assets for inheritance tax purposes
Protect your loved ones once you are gone, with a clear and well thought-out plan in place
Create trusts for family giving you peace of mind the money passes to future generations with your wishes in mind
Help review the effect of long term care and the impact this has on your estate and strategies to help plan for this

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Protect your loved ones

Protect your loved ones

Decide what happens to your assets

Decide what happens to your assets

Peace-of-mind knowing you are well prepared

Peace-of-mind knowing you are well prepared

Tailored solutions for your individual circumstances

Tailored solutions for your individual circumstances

Book a discovery call

Make the most of your money: start your financial planning today.

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Will care homes become more expensive due to people living longer?

What is long term care?

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Strategic Wealth Solutions LTD is registered in Scotland, Number SC517668. Registered Office: Office 10, 109 Swanston Road, Edinburgh, EH10 7DS

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/11/2023.