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.
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 firstname.lastname@example.org 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.
Mark has advised my wife and I through the process of buying our first house and setting up a private pension and ISA. Mark helpfully talked through the pros and cons of every decision we made, and we felt confident that he was giving us the impartial advice we needed. We were unaware of the complexities involved in everything, and Mark helped us navigate it with confidence.
Mark very quickly ascertained what was required for us and our financial status. He listens to you and is easy to talk to. His expertise gives you confidence you are in good hands. We required Equity Release. Mark soon found and organised a product that fitted the bill. He helped us at every step, and left nothing to chance. Excellent service. We will be using his services again next year for other financial matters.
My husband and I have used Mark Bastable at Templegate Financial Planning for over 16 years, beginning when we started a family. We have benefitted from advice and assistance in remortgaging, life insurance, critical illness cover, and setting up trusts. Mark's advice is always balanced and helpful, and we will continue to use him.
Mark has advised and provided financial support to me and my wife for many years. He has advised us about pensions, life cover, critical illness cover, stocks and shares, savings advise and income protection. Our latest and very important financial advice has been on my pension drawdown which Mark has handled with the upmost professionalism and now I find that I am in a comfortable position. He has talked us through the pros and cons of any decision that we have made and always thoroughly researches the best outcomes for us. We have found him to be very knowledgeable, highly qualified, and reasonably priced for his services that he has offered us and would not hesitate to recommend him to our family and friends. Undoubtedly, we would not have the safe financial future that we now have without his significant financial advice.
Mark has been our trusted adviser for many years and we have no hesitation in recommending him. Following his advice, we have moved our ISA portfolio to a different provider to get a better deal and bought into AIM shares to reduce our IHT liability.
My wife and I met Mark through a recommendation which came highly and didn’t disappoint. He went through our investments and finances in detail and helped us to understand so much more of what we had, our potential liabilities (present and future) and offered rounded and balanced advice. He highlighted and explained issues we would never have previously been aware of, whilst offering various solutions throughout. We both sort of shut down when talking financial planning, but Mark managed to keep it clear, fresh and understandable. He was also adept at recognising when our brains had reached their limits. His knowledge is extensive and thorough, as he helped us with ISAs, property, IHT and more. He also has a range of professional contacts who can advise more on subjects not covered by his expertise. Mark is a very professional, helpful, and likeable guy who has proved to us his integrity and desire to help is his overriding raison d’être.
Mark has assisted with our pension investments for a number of years now and we're always reassured that we're in safe hands! In the ever-changing world of pensions, regulations, market fluctuations etc., we value his advice and expertise in ensuring our money remains safe whilst making some growth based on our attitude to risk and future goals. We wouldn't hesitate in recommending Mark to friends and family.
Mark provided advice during a recent redundancy. He helped me to estimate my current and future financial needs, then presented solutions that provided me with income and security. His clear and pragmatic advice helped me through a challenging situation.
Mark is very good at presenting advice in a way which is easily understood, using visual aids to support this. He is very knowledgeable, friendly, and takes time to explain things, giving plenty of opportunities to ask questions to ensure I understand.