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Pension Planning

You can begin saving for your future through a pension at any age. The more money you save over time, the larger your pension fund will be. Start planning now for the retirement lifestyle you deserve. Learn More

Inheritance Tax

Concerned about Inheritance Tax for your family may be required to pay? Harpur Wealth Management can help organise your assets to ease worries and ensure your loved ones do not pay more tax than necessary. Learn More

Investment Advice

At Harpur Wealth Management, our advisors specialise in investments. Whether you’re crafting a personal portfolio or seeking advice on managed funds, we offer expert guidance tailored to you. Learn More

Personal Protection

Life brings unexpected challenges, but with Harpur Wealth Management, you can build a safety net. Our personal protection plans secure your income, your family’s, and your business against unforeseen circumstances. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

The Specialist Wealth Management Company

Personal Investment

A long-term, personalised approach to achieving your financial goals

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Business Investment

Tailored employee benefit schemes and investment strategies

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Wealth Management Partners

Tax planning, probate, charity and trust investments

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Estate Planning Advice in Bedford, from Harpur Wealth Management

Estate Planning safeguards your assets and your loved ones’ financial future. Without estate planning advice, your family and loved ones may be burdened by unnecessarily high taxes. Harpur Wealth Management advisors help clients to minimise Inheritance Tax, and maximise tax benefits for your beneficiaries.

 

Here’s how we do it:

 

  • Create structures which allow for the transfer of assets to beneficiaries, eg. gifting funds.
  • Ensure annual tax-free allowances are maximised.
  • Minimise Inheritance Tax liability.
  • Develop a legacy-focused investment portfolio.

Drafting a Will offers you the opportunity to be clear about how you want your assets managed after your death. It is, therefore, a critical component to estate planning.

Bedford tailored estate advice and guidance

Reliable Estate Planning Advice in Bedford

We create personalised estate planning strategies to match each client’s needs.

At Harpur Wealth, we prioritise listening before advising. Once we understand your financial goals, we can work effectively to secure your future.

 

We offer estate planning advice in Bedford, based on the assets held by our clients, and their legacy objectives. Our advisors will always offer clear strategy explanations.

 

Our strategies have flexibility built in, and we invite clients to regular review meetings. If things change, we are able to adjust your plan accordingly.

Please Note

The Financial Conduct Authority does not regulate taxation, estate planning, trusts or business advice.

Call us today, and see how we can help

We create bespoke financial strategies tailored for you

testimonials

Harpur Wealth Management have worked with clients throughout Bedford, including: Ampthill, Oakley, Clapham, Bromham, Elstow, Kempston, Wooton, Renhold, Cardington and Great Barford

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