Estate planning

Protecting your estate - planning for the future

Building up wealth is rarely easy – but losing it can be very simple indeed. We understand that preparing for the inevitable can be difficult. But, without careful planning, your death can significantly deplete your hard-earned wealth. What is more, it can place a huge practical strain on those you leave behind.

That is why, at Albert Goodman, we offer a comprehensive estate planning service. From the relatively simple to the highly complex, we are experienced at tailoring our advice to meet your needs – now and in the future.

Albert Goodman Partner, Dave Robinson, is a member of the Society of Trust and Estate Practitioners (STEP). He is recognised for providing expert advice on how to comply with the often-complex law and tax rules surrounding trusts, estates and inheritance.

With your peace of mind as our priority, we can:

• Advise you how to preserve and pass on your wealth in the most efficient way, without compromising your own financial security during your lifetime
• Plan your Will, alongside your legal adviser
• Act as your executor, to administer your legacy and ensure that your wishes are fulfilled
• Advise you on inheritance tax, and how its effects can be mitigated in your particular circumstances
• Build in controls, to ensure that your wealth is managed in accordance with your wishes, after your death
• Help you plan your cashflow, to establish how much of your wealth is likely to be surplus to your own requirements
• Help you transfer surplus assets tax-efficiently, by making gifts during your lifetime
• Place your assets in trust, either during your lifetime or on your death
• Convert your assets into a tax-efficient form, so that they can be left free of inheritance tax
• Insure against an inheritance tax liability
• Prepare estate accounts and tax returns

And remember: the earlier you plan your legacy, the more likely it is that your wishes will be fulfilled.