Many of our clients are worried about their family being landed with a large Inheritance Tax bill when they are gone. We minimise the potential impact by creating gifting funds and structuring your estate. Learn More
We can help you to optimise your investments. Whether it’s managed funds, or the creation of a personalised investment portfolio, Harpur Wealth investment advisors with create an appropriate solution for you. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
How can a Harpur Wealth Estate Planning Advisor help Bedfordshire clients?
Our advisors help with the creation of a financial strategy that minimises the amount of Inheritance Tax you pay, ensuring that your assets are enjoyed by your family. We employ a range of measures to achieve this, including:
- Maximising your annual tax-free allowances.
- Building an investment portfolio tailored to meet your legacy objectives.
- Using protection policies that will help to minimise your Inheritance Tax bill
- Setting up appropriate structures, such as gifting funds, to transfer assets to beneficiaries.
Drafting a will is integral to successful estate planning. This allows you to state clearly what you wish to happen after your death.
Tailored Estate Planning in Bedfordshire
A local wealth management agency providing specialist services
Successful wealth management strategies are founded on a detailed understanding of the client’s needs, and aspirations. At Harpur Wealth we begin our consultation by listening to you; then we we tailor our estate planning to your unique requirements.
Our wealth management advisors provide estate planning services based on the client’s current assets, and their legacy objectives. We provide a detailed commentary which clearly explains how your estate planning strategy aligns with your stated objectives.
Risk cannot be obliterated from our lives; it can, however, be mitigated by strategies that are designed to be flexible. Harpur Wealth clients are invited to regular review meetings with their advisor. If your circumstances change, we can adapt your strategy to accommodate it.
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 Bedfordshire, including: Kempston, Bedford, Luton, Woburn, Biggleswade, Sandy, Barton-le-Clay, Dunstable, Leighton Buzzard and St Neots