Trust and Estate Planning in Preston, Lancashire

Trust and Estate Planning is an integral part of the financial planning solutions that we offer here at Springfield Financial Services Ltd in Preston, Lancashire. Our dedicated and knowledgeable team have a wealth of experience in this area and three of our advisors have completed Society of Trust and Estate Practitioners’ (STEP) qualifications, the professional accreditation for those advising families across generations.

There are two distinct levels to Trust and Estate Planning. Firstly, we will advise you on how to best protect your wealth whilst you are still alive, and secondly, we will help you to structure your affairs so that when the time comes, your wealth is sufficiently protected for the next generation.

As part of the financial planning process, we may incorporate the use of suitable Trusts and estate planning strategies to ensure that both you and future generations are protected from the damaging consequences of events such as separation, divorce and bankruptcy. In achieving this objective, we will work closely with your accountant and solicitor to ensure that the solutions that are put in place complement each other.

We understand that discussing what happens to your estate can often be a highly emotive and often difficult subject, which is why our expert advisors will explain this complex area of planning in a manner that is simple, clear and easy to understand.

Inheritance Tax Mitigation

Safeguarding your own financial future and that of the next generation is extremely important and we can help you to make the best use of the tax-free allowances and reliefs that are available to you. Through careful planning and our expert knowledge of a range of Trusts that have been designed specifically for this purpose, our team of experienced and qualified advisors can recommend the best ways to mitigate your Inheritance Tax liability.

Where a Trust is in place, the Trustees have a responsibility under the Trustee Act 2000 to seek professional investment advice. We will tailor a portfolio to meet with a Trust’s specific objectives, ensuring that the needs of the beneficiaries are met, as well as providing regular investment reviews and valuations

We offer a comprehensive Estate Planning service covering Inheritance Tax Planning, Long Term Care Fees Funding, Trusts, Wills and/or Lasting Powers of Attorney, our job is to ensure that your estate passes to the right people at the right time, as tax efficiently as possible.

Get in touch to find out more about our Trusts and Estate Planning Services

Springfield Financial Services Ltd offers Trusts and Estate Planning Services to individuals across Preston and Lancashire as well as further afield.

For further information or to arrange an initial no-obligation consultation, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.

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