How We Can Help

Inadequate estate planning can see a life’s hard work instantly undone leaving your loved ones to start all over again. We believe that it doesn't need to be this way!

Whether you are worrying about the impact of a significant event or change in your life such as a retirement, bereavement, redundancy, divorce or care costs (or simply wish to plan ahead) we provide the independent unbiased Estate Planning guidance you need. We are also able to assist in reducing or even avoiding your Inheritance Tax liabilities.

Our six-stage process is designed to help you clarify and understand your objectives and identify the action necessary to enable you to achieve your Estate Planning goals. Our advice is designed to help you to protect your wealth and keep it safe both for you and your family, whatever your situation.

For your important will trust & attorneyship documents we are able to arrange secure storage.

For those clients who want to ensure their affairs are completely in order we are also able to provide guidance & assistance in arranging Lasting Powers of Attorney.

More detailed information and guidance about each of the following scenarios is available in the form of individual fact sheets. Please complete the contact form below to request the fact sheet (s) you require.

 

  • Married couple & estate less than 2 nil rate bands (1)
  • Married couple estate more than 2 nil rate bands (1)
  • Non married couples
  • Single or widowed
  • Care planning for single people
  • Generational Inheritance Tax
  • Pension death benefits
  • Protection
  • Business Property Relief & Agricultural Property Relief
  • Lasting Power of Attorney
  • What if I can’t manage my affairs?

 

Note
(1)    The amount of wealth that is free of Inheritance Tax

Appleton Fox Estate Planning

0117 214 0017

advice@appletonfox.co.uk

Your Name *
Email *
Select a fact sheet *

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