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:

Retirement
Planning Advice

We help you plan your retirement and make the transition smoothly when the time comes.

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Investment
Management

We set up and manage your investments so you can sit back and watch your money grow.

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Savings and
Investment Advice

Financial planning to help you set and meet your investment goals.

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Tax Planning
Advice

Sound tax planning advice to make the most of your money.

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