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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
The Specialist Wealth Management Company
Personal Investment
A long-term, personalised approach to achieving your financial goals
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.
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
Harpur Wealth Management have worked with clients throughout Bedford, including: Ampthill, Oakley, Clapham, Bromham, Elstow, Kempston, Wooton, Renhold, Cardington and Great Barford
