Estate Planning and Inheritance Tax Advice

Inheritance Tax (IHT) & Estate Planning Advice

Inheritance Tax planning is becoming an important long term financial consideration for many individuals.  Effective inheritance tax planning can help you mitigate IHT, ensuring you maximise and control the financial legacy you leave behind.

Furthermore, an experienced financial adviser will also be able to highlight how effective estate & inheritance tax planning isn’t simply about passing on the money you leave behind – it’s also about enjoying your life now and ensuring you have enough to live on in retirement.

If you are looking to speak to a local estate planner, or need detailed inheritance tax advice from a specialist, contact us today for a free 1-hour consultation.

Local Estate Planners & Inheritance Tax Advisers You Can Trust

At Sterling & Law – Hampshire, we provide the highest level of customer service to our clients.

As one of VouchedFor’s Top Rated Advisers for 2023, our Practice Principal, Ian Batterbee has secured dozens of 5-star reviews.

If you are looking for a trusted, local independent financial adviser, with Sterling & Law – Hampshire you will in safe hands.

Looking for an inheritance tax adviser or estate planner?

If you are seeking to reduce tax, protect your assets and financial legacy, find out more about our inheritance tax advice and specialist estate planning services.

Passing on your assets effectively, in a tax-efficient way

When considering a financial legacy, many people want to keep a degree of control when passing on their financial assets to their family and loved ones.

You may want your money & assets to be used for a particular purpose, such as a deposit for a house or to maintain the financial stability for the generations you leave behind. 

Looking for advice and the support of a specialist? 

Call us today on 01329 550190

Inheritance tax & estate planning – an overview

Like so many areas of personal finance, estate planning can be complex but it is important that you put the right measures in place now to ensure your wishes are respected after you are gone.

If your total assets are over the inheritance tax (IHT) threshold, your family may have to pay up to 40% of the assets you have saved to pass on to your children and grandchildren.

Careful estate planning is necessary if you want to protect your estate and its assets and safeguard your children’s legacy. Above all, estate planning protects your family if something happens to you. This is not just for the wealthy and doesn’t have to be complicated. By working with a local financial adviser, we’ll simplify the complexity and deliver the best outcome for you.

We’ll look at your assets so that we can help you take the appropriate steps to minimise, and possibly avoid your IHT bill.

Customer testimonial

Watch what our customers have to say about working with Sterling and Law Hampshire.

We are proud to receive such detailed, and clear feedback on why working with our estate planning and inheritance tax advisers has helped them towards their financial goals and objectives.

Your estate planning and IHT advisers

Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.

Our fully estate planning and financial advisers will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.

Laura Bailey, IHT Advice & Estate Planning

Contact Laura

E: laura.bailey@sterlingandlaw.com 

P: 01329 550190

He meets with me takes all the information about the client. Looks at their needs, income, expenditure and assets and advises on the best investments to maintain their assets and pay for their care.