Harpur Wealth Management advisors are established investment specialists. We regularly provide advice on the creation of a personalised investment portfolio. We also offer guidance on managed funds. Learn More
There’s a profusion of pension products to choose from, but which offer the best value? At Harpur Wealth we constantly survey the latest financial products, and we will recommend the ones that are most appropriate to your needs. Learn More
Managing the Inheritance Tax your family will pay on your estate is part of the Estate Planning process. We help to minimise the financial impact on them by creating gifting funds and structuring your estate. Learn More
It’s natural to want to protect your family from risk. Harpur Wealth financial advisors offer guidance on protection insurance that is designed to safeguard your business, your income, and your family’s income from financial shocks. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
How Harpur Wealth Estate Planning Advisors Help Clients in Bedford?
Our Estate Planning strategy is designed to support clients in the creation of a plan that will minimise Inheritance Tax liability, and maximise tax benefits for your family. There are a variety of ways we can achieve this:
- Tax-free allowances (annual) are maximised.
- Protection policies are used to minimise your Inheritance Tax liability.
- An investment portfolio is created which is tailored to your legacy objectives.
- Structures such as gifting funds, which transfer assets to beneficiaries, are set up.
Drafting your Will is key to effective estate planning as it’s your opportunity to state unequivocally how you want your assets managed after your death.
Bespoke Estate Planning in Bedford
Expertise from a local wealth management company
Wealth management is most effective when advisors have a detailed understanding their client’s requirements and aspirations. Which is why our estate planning advisors in Bedford begin by listening carefully, in preparation for creating strategies that are bespoke to each client.
Our advisors provide estate planning services based on their client’s current assets, and their stated legacy objectives. We provide a detailed commentary, which demonstrates the ways in which your estate planning strategy aligns with your objectives.
Risk cannot be entirely avoided; our aim at Harpur Wealth Management, however, is to mitigate risk by developing strategies that are designed to be flexible. Our clients are invited to regular review meetings. Should your circumstances change, we’ll adapt the 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 Bedford, including: Ampthill, Oakley, Clapham, Bromham, Elstow, Kempston, Wooton, Renhold, Cardington and Great Barford