Estate planning for peace of mind today and in the future

Estate planning advice from Plutus

Deciding how to pass on your assets is only one element of estate planning. Just as important is knowing how you want to live your life now and having enough money to do so comfortably. Making estate plans early means you know how much money you will need both now and in the future. No matter how you want to distribute your wealth, you want to be sure your beneficiaries can benefit in the way you want them to.
A financial adviser can help you evaluate how investments you make today will enable you to pass on your money in accordance with your wishes in the future. Crucially, they can also work to reduce your Inheritance Tax bill. It can also help with ensuring your beneficiaries can bridge the gap between paying their Inheritance Tax bill and accessing their inheritance. Considering your finances as a whole, including present and future plans, will help you leave a lasting legacy for your loved ones without financial burdens.
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Our Plutus financial advisers work with you to:

Understand your current assets
Our starting point is to understand what your current assets are. These could include property, cash, pensions, investments or valuables.
Determine your legacy goals
Knowing how you would like to distribute your assets will help us plan the right approach to maintain or grow them. This could involve investment to help them grow or putting them into trust to ring-fence how they are distributed.
Maximise assets, minimise tax
Our financial advisers will identify ways in which you can grow and safeguard your assets. They will also advise on tax decisions you can make today that can reduce a future Inheritance Tax bill.
Review annually
Our annual review checks that investments are on target or adjusts them if necessary. It will also either confirm or update plans based on your assets at the time or changes to your legacy decisions.
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What we do

Comprehensive financial planning with Plutus

Estate planning forms one aspect of financial management. We can cover all your financial needs in one place. Our qualified independent financial advisers also offer:

Planning Advice

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Savings and
Investment Advice

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Tax Planning

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Estate Planning

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I have been with Plutus Wealth Management for many years now and I would highly recommend them. Their knowledge and professionalism are second to none, also offering a very friendly and personal service.
Bénédicte Dixon