Estate Planning and Inheritance Tax (IHT) Advice

Based in Fareham & Lee-on-the-Solent.

Experienced estate planners and IHT advisers.

Mitigate tax, and plan for your legacy.

 

 

Estate Planning & Inheritance Tax (IHT) Advice in Hampshire

By working with an experienced financial adviser, you will understand that effective estate planning isn’t simply about passing on money you leave behind – it’s also about enjoying your life now and ensuring you have enough to live on in retirement.

This is why it’s imperative you start the planning process early. The experienced financial advisers at Sterling and Law Hampshire will:

  • Help you pass on your financial assets in the most tax-efficient way
  • Work with you to reduce or manage an IHT bill efficiently and effectively
  • Devise and deliver a bespoke estate plan

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 paying for school fees, a deposit for a house or to maintain the financial stability for the generations you leave behind. 

You may have other plans such as making charitable donations.

Our estate planners will help to:

  • Create a robust estate plan
  • Preserve your financial legacy
  • Mitigate the costs of long term care
  • Use trusts to help reduce your IHT bill ethically, and where possible
  • Maximise your children’s inheritance
  • Pass on a pension

Inheritance tax & estate planning – how we do it for you

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.

     

    Ian Batterbee, Practice Principal

    Ian is a respected, trusted inheritance tax adviser with over 25 years’ financial services experience. One of Ian’s skills, is his ability to communicate complex financial matters to his clients.

    Further to that, Ian’s calm approach, coupled with his experience, helps his clients, resist the urge to make emotional & potentially damaging financial decisions

    George Rashbrook, Financial Adviser

    George has been a financial adviser since 2005. He specialises in areas of sophisticated technical advice and is an experienced pensions specialist.

    George is knowledgeable in all areas of pension planning including Workplace Pensions with a particular specialism in Public Sector pension advice.

    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.

    We’d Love to Help You With Your Estate & Inheritance Tax Planning

    Address

    Sterling & Law – Hampshire

    5a The Gardens

    Fareham

    Hampshire 

    PO16 8SS