Financial advice Bath and Bristol- Alan Seward
Tax efficient legacy planning

Alan Seward Financial Advisors - personal planning - enriching lives


Leaving a legacy

Inheritance tax planning*

*Estate planning is not regulated by the FSA

You may have spent a lifetime concerned about the local cats’ home or want to pay for your grandchildren’s school fees.  One way to continue using your money effectively after your death is to leave a legacy in your will which raises the following questions…

  • What is the most tax efficient way of leaving a legacy?
  • How do you compare different charities in order to select the most suitable one?
  • How can trust funds help you control the way your assets are distributed after you die?

More and more people are minimising inheritance tax by leaving a legacy to their favourite charity in their will or setting up a trust fund to be used by their descendants.  Legacies can be excellent vehicles for tax-efficient charitable giving but it is essential to take advice in order to maximise their impact on your beneficiaries.

Please use our free guides and tools for further information.  To speak to one of our independent financial advisors please contact us or call 01225 44 88 32.  

Read the Inheritance Tax Planning report we wrote to secure our shortlisting at the coveted Financial Planner Awards 2011.

Click here to download our Inheritance Tax Planning guide

 

Winner - Inheritance Tax Planner at the Professional Adviser Awards 2011 Runner-up - Cautious Investment Planner at the Professional Adviser Awards 2011

 

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ALAN SEWARD FINANCIAL SOLUTIONS
1a Queen Square, Bath BA1 2HA
Tel: 01225 448832
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Alan Seward Financial Solutions Ltd is an appointed representative of Intrinsic Wealth Management.
Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised
and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the
FSA Register (http://www.fsa.gov.uk/register) under reference 440703.
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