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Estate Planning Advisor Bedfordshire

Estate Planning helps ensure that the wealth you’ve accumulated is distributed according to your wishes, in a tax efficient manner. Many of our clients in Bedfordshire are concerned about the impact Inheritance Tax may have upon future generations; at Harpur Wealth Management we help you to prepare your finances in such a way that your loved ones are protected.

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Pension Planning
Wondering how to navigate the many pension products available? Harpur Wealth advisors can help. We are aware of all the latest financial products and will recommend the one that meets your needs. Learn More
Personal Protection
Our wealth management advisors help families and businesses to protect their income, and their property. We assess the risks and put in place appropriate protection, ensuring that you and your family are covered. Learn More
Inheritance Tax

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

Investment Advice

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

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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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.

Estate Planning Consultants Bedfordshire

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

testimonials

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

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