Estate Planning and Inheritance Tax (IHT) Advice
Experienced estate planners and IHT advisers in Fareham & Lee-on-the-Solent
Mitigate tax, and plan for your legacy.
Estate Planning & Inheritance Tax (IHT) Advice in Hampshire
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
If you are looking for a local, trusted inheritance tax adviser or estate planner, our customer-focused approach will give you the confidence you are in safe hands.
With decades of experience, our approachable financial advisers are on hand to help.
Furthermore, our Practice Principal, Ian Batterbee is one of VouchedFor’s Top Rated Financial Advisers for 2022, which is reflective of the level of customer service we deliver.
What will our estate planners and IHT advisers do?
Where possible, we recommend starting the inheritance tax and estate planning process early. Guiding you through the process at a pace best suited to your needs, Sterling & Law – Hampshire’s local advisers 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 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
Working with an estate planner
Our estate planners will help to:
- 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
- Ensure you preserve your financial legacy
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.
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.