Estate planning
Estate Planning Advice
At Templegate Financial Planning, we offer estate planning advice to our clients to make sure that your finances are prepared in the correct manner when you die. Estate planning can be one of the most important parts of ensuring that your finances are properly set up for your loved ones, and our team of professional financial advisors in Andover are all well-experienced in the matter. We have worked with clients in Andover and the surrounding areas to deliver financial advice for estate planning, and look forward to working with you.
[Get in Touch with Our Team Here]
We pride ourselves on our professionalism and ability to form longstanding connections and relationships with all of our clients, so to get the process started as soon as possible, make sure to get in touch with the Templegate Financial Planning team in Andover.
Inheritance Tax (IHT) is the tax that you pay on the value of your estate on death if it exceeds a certain value. With careful planning, IHT can be considerably reduced or even removed completely, so that your loved ones can receive as much of your legacy as possible. There are various options available to you to reduce or remove IHT, including:
- Gifting to reduce the value of your estate. This needs to be carefully managed so that you have sufficient money to live on.
- Trusts such as Discounted Gift Trusts, Loan Trusts and Reversionary Interest Trusts. Each type has various means of providing an income whilst reducing the value of your estate.
- Life assurance to ensure that funds are available to cover the IHT bill, so that your beneficiaries receive the full estate.
Naturally, this is a complex area which requires careful planning and advice. Sometimes there is a need to involve other professions, such as solicitors and accountants. We will work closely with yours, or can recommend our own professional contacts for you to appoint. To discuss how you can make sure that your loved ones receive as much of your estate as possible, please get in touch.
Inheritance Tax Advice in Andover
We will work with you throughout the entire process, from the initial consultation onwards, to ensure that all of the financial advice that we offer you regarding inheritance is completely personalised to you and your circumstances.
Get in Touch
Contact the team at Templegate Financial Planning today to find out more about the full range of ways that we can help you with estate planning advice in Andover. Our team are always more than happy to help, so make sure to get in touch with some of the best financial advisors near you if you would like to know more. We have worked in the industry for years and can give you the answers that you are looking for, so contact the team today to find out more.
Call 01264 300 125 or email enquiries@templegatefinancial.co.uk as soon as possible. We look forward to working with you and providing expert estate planning advice to you.
Please note that the FCA do not regulate will writing, tax planning and trusts.
Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register under reference 216855. Registered Office: Leyswood, Wildhern, SP11 0JE. Registered in England No. 04416499.
Helping you plan for today, tomorrow and the unexpected
Receive our newsletter
Stewart said, in answer to these questions: 1. What could they have done better? “Nothing he was very good.” 2. What were the circumstances that caused you to initially look for an adviser? “I had pensions that I felt needed managing as I am not financially savvy.” 3. How has Mark Bastable helped you? “Managed my pensions and finally got me a good deal on an annuity.” 4. Have you seen the outcome you were hoping for? “Yes.”
Mark has provided me with financial advice for many years and recently has conducted a full pension review which led to moving funds to a new company resulting in a more modern and easy to access account that really suits my needs. Mark is very responsive, pro active and answers all questions in an easy to understand manner. Highly recommended!
Feedback from Steve to questions asked: What could they have done better? Nothing. What were the circumstances that caused you to initially look for an adviser? Pensions and ISA advice. How has Mark Bastable helped you? As above plus wider discussions around sensible financial planning and what expectations I should have form my current financial position. Have you seen the outcome you were hoping for? Yes. I am happy with the pension advice and ISA recommendations over the last 3 years.
I would highly recommend Mark Bastable of Templegate Financial Planning . He will give you solid advice that will definitely benefit your future finances. Everybody has different needs and plans , my ideas and my circumstances were certainly different from any other of his clients. However Marks strength is that he will listen very carefully then make suggestions that are more suitable to you personally. Giving a true tailor made service. His response time is remarkable, he always replied to my many, many questions instantly.
I met Mark a little over a year ago to hopefully take over my pension management from another Financial Advisor. I found Mark to be extremely thorough, pulling information out of me I didn’t realise I knew. The upshot is a Financial Advisor who has kept me on the straight and narrow, helping me to maintain value but meet my needs. A timely intervention recently when market values dipped helped to limit my fund being unnecessarily reduced allowing it to return value over recent months. Mark is on the ball and very helpful.
I highly recommend Mark Bastable. After a detailed Financial Review he patiently explained my Pension options as a couple of my pensions from previous employments were old and needed more further financial investigation. I found Mark to be professional, knowledgeable but also very personable and easy to communicate with. I am continuing to use his services for future investment advice.
We’ve had a great experience working with Mark. He has always given us clear, straightforward advice and taken the time to answer all of our questions, making sure we fully understand our options. He’s helped us save money by finding policies that genuinely match our needs, rather than a one-size-fits-all approach. He has improved our joint life insurance policy, improved our personal sick pay policies, and set up my pension as a stocks and shares ISA. He has also taken the time to discuss the importance of a will with us. We feel confident knowing our finances are well organised and in good hands.
I have been using Mark for his financial services for a few years, I like that he does all of the hard work to ensure the best outcome for my future financial security towards retiring and accommodates my very limited knowledge to achieve my goals. I would strongly recommend Mark for anyone looking for professional financial advice along with an approachable personality.
Mark took over my pension investments a few years ago and has been excellent. He has the ability to explain quite complicated options in a very clear manner whilst having the in depth knowledge to dive into the detail should you require it. Mark has a friendly manner and takes time to listen very carefully to your needs before fully explaining investment options. Mark is proactive and responds quickly to any question you may have at any time. It’s thanks to his advice my pension management costs have reduced and I have been pleased with the performance of the pension investment. I trust Marks advice, value his expertise, and I wouldn’t hesitate in recommending him to my family and friends.
Mark Bastable has recently provided a full review of our pensions and investments, taking time to understand our long-term goals and appetite for risk before making appropriate recommendations. He is very knowledgeable and responsive and answers any questions in easy-to-understand terms. We found the modelling of future income and costs based on different scenarios particularly useful and now have far more peace of mind that we are on track for the retirement we desire. We have no hesitation in recommending Mark.
I have been using mark for his financial services for a few years. I like that he does all the hard work to ensure the best outcome for my future financial security towards retiring and accommodates my very limited knowledge to achieve my goals. I would strongly recommend mark for anyone looking for professional financial advice along with an approachable personality.
My partner was taking early retirement and enlisted Mark's help. Unfortunately, he died unexpectedly leaving me with his estate and so I asked Mark for his help and advice. Without his help I would have not known where to start at this daunting time, but he has always given sound financial advice always with an empathetic, professional manner. I have been receiving financial advice from Mark for over 10 years. He is professional and very thorough focusing on my relevant financial matters as situations as things change from year to year. Initially I didn't have any expectations because I was still numb from bereavement but as the years have passed, I have been able to engage more and see the benefit from the investment plans Mark has made for me.
