Welcome

Appleton Fox Estate Planning provides you with the clear, objective and bespoke advice that is needed to ensure that you and your loved ones are protected both during your lifetime and after your death.  

Having created & accumulated wealth, attention often then turns to what can be done to protect it & achieve enhanced levels of bloodline protection.

Family Wealth is vulnerable to a number of “social impacts” such as death, divorce, re-marriage, tax, bankruptcy and care costs. The expertise available at Appleton Fox Estate Planning assists families in protecting & safeguarding wealth in order to achieve enhanced levels of “Bloodline Protection”.

We can also advise on the need for Powers of Attorney.

Our fee-based advice is completely unbiased and designed specifically to help you protect your dynastic wealth.

We focus on you NOT your money and our client guarantee underpins everything we do to ensure you are always 100% satisfied with the service you receive from our team.

 

Our example of Estate Planning in action

Appleton Fox Estate Planning

0117 214 0017

advice@appletonfox.co.uk

Appleton Wealth Management Ltd is registered in England & Wales no. 6159055. It is also authorised and regulated by the Financial Conduct Authority no. 466149. The Financial Conduct Authority does not regulate some forms of tax, will & trust advice. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The value of investments can fall as well as rise. You may not get back what you invest.

Appleton Fox Estate Planning LLP (Limited Liability Partnership)

Appleton Fox Wealth Management Ltd is registered in England & Wales no. 6159055. It is also authorised and regulated by the Financial Conduct Authority no. 466149. The Financial Conduct Authority does not regulate some forms of tax, will & trust advice. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The value of investments can fall as well as rise. You may not get back what you invest.

• Appleton Fox Estate Planning LLP (Limited Liability Partnership) is registered in England & Wales no. OC355030