If you’ve worked hard to save for your future and provide some security to your loved ones, the last thing you want is for them to pay unnecessary tax on their inheritance or lose money in the management of your estate. 

If you plan ahead, you don’t need to worry about this. Good estate and inheritance tax planning helps you protect your wealth. It gives you flexibility in how it’s distributed and who benefits. It offers control, security and peace of mind. 

And it makes life that little bit easier for your loved ones. Whether you’re making gifts, using trusts or supporting charitable causes, we’ll help you get organised and plan ahead.

Don’t get caught up in all the pension jargon. We’ll help you understand exactly what’s relevant to you, and show you only the options that work for your retirement plans. 

Estate planning is simply one part of your financial plan. It’s about making sure you’re prepared for the future, and that you’ve shared your plans and wishes for what will happen when you’ve passed away. 

It’s not easy to think about those circumstances, let alone talk about them, but we’ll help keep things simple and straightforward. We help your forecast how much money you’ll need to enjoy the retirement you’ve always wanted, and how much might be left over. Then you can think about what you’d like to do with it.

Once you have a plan in place, you can then enjoy your future and not worry about what might happen when you’re gone. You can rest assured that your loved ones will be looked after and will know what to expect. You’ll take away anything unexpected or complicated. 

We’ll help you get all the necessary legal structures in place, whether that’s writing a will or setting up a trust. We’ll help you plan any gifts you want to make and choose who should benefit from your estate. 

After all the hard work you put into investing, saving and planning for the future, you’ll want to make sure anyone (or anything) you care about gets the full benefits. You really don’t want your estate paying up to 40% tax when you go! So that means minimising inheritance tax (and other types of tax) liabilities wherever possible. 

We work with you to help you understand this complex area and find the most tax-effective options for your plans. That might be making lifetime gifts to your children, creating a trust fund, or supporting a charitable cause.

We’re based in Putney, South West London and work with clients across London and the home counties (including Surrey, Hertfordshire, Buckinghamshire and Oxfordshire).

Copyright © 2019 Arkenstone Wealth Management Ltd.

Arkenstone Wealth Management Ltd is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. Arkenstone Wealth Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 620850.

Registered Address: 155 Elsenham Street, London, SW18 5NZ. Registered in England & Wales No.: 08918640.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financialombudsman.org.uk.