Are you worried about your loved ones having to deal with a large Inheritance Tax bill? Harpur Wealth advisors can help minimise the impact of taxes on your assets by structuring your estate, and creating gifting funds. Learn More
We’re experts when it comes to investments. Our wealth management advisors can help you to optimise your investments. Whether it’s managed funds, or the creation of a personalised investment portfolio, we can help. Learn More
There’s plenty of choice when it comes to pensions, but which one is right for you? At Harpur Wealth we survey the latest financial products, and recommend the one that’s appropriate to your needs. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
How can a Harpur Wealth Estate Planning help clients in Bedford?
Our Estate Planning strategy helps clients to create a clear plan that minimises your Inheritance Tax liability, and maximises the benefits for your family. There are a number of measures we employ to achieve this:
- Annual tax-free allowances are maximised.
- Development of an investment portfolio bespoke to your legacy objectives.
- Protection policies that that help to minimise your Inheritance Tax bill
- Setting up appropriate structures, such as gifting funds, to transfer assets to beneficiaries.
Drafting your Will is integral to the estate planning process. This allows you to state clearly what you wish to happen to your assets after your death.
Tailored Estate Planning in Bedford
Specialist services from a local wealth management company
For wealth management to be effective, advisors need a detailed understanding their individual client’s needs and aspirations. So we start by listening carefully, in order to create strategies tailored to each client.
Our wealth management advisors provide estate planning services based on the client’s current assets, and their legacy objectives. These include a detailed commentary, demonstrating the ways in which your estate planning strategy aligns with your objectives.
We can’t avoid risk entirely; it can, however, be mitigated by strategies that are designed to be flexible. As a Harpur Wealth client you’ll be invited to regular review meetings with your advisor. 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, Salph End, Cardington and Great Barford