Estate Planning

You and your Estate

Solid estate planning advice is essential to ensuring as much of your estate is left to loved ones as possible, without being compromised by inheritance tax liabilities. Just calculating the value of your estate can be challenging enough. Our expertise is there to assist you throughout the process. We’ll recommend a strategy to help you leave a tax efficient legacy.

Intestacy occurs when a person dies without making a valid Will. When this happens it is left to the government to manage their estate as they see fit. Establishing a Will is essential to avoiding this and is a key component of estate planning.

The Penny Group advisers are highly skilled and experienced in estate planning. We can build a tax efficient plan for your estate and refer you to a Will writer. One way to maximise your tax allowance is to set up trusts to mitigate unnecessary inheritance tax.

Crucially, estate planning should be part of everyone’s financial planning. We can offer expert advice that meets you and your family’s requirements, and are determined to arrange the right legacy for you to leave.

Types of Estate planning

Although the process may be daunting, we are here to assist you in planning for the future. We’ll recommend the right combinations of methods designed to meet your needs.

  • Trusts
  • Wills
  • Business property relief
  • Gifting

Trusts and the Will Writing services promoted here are not part of the Openwork offering and are offered in our own right.
Openwork Limited accept no responsibility for this aspect of our business.
Trusts and Will Writing are not regulated by the Financial Conduct Authority.

Need help with Estate Planning?

Our business is based on taking the time to listen to people like you and providing advice to help you on your financial journey.

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