It’s never too early to start saving into a pension as an investment for your future. The more savings you build over time, the bigger the pension pot you’ll have to fund the retirement lifestyle you want. Learn More
We can’t avoid the surprises life throws at us, but Harpur Wealth Management can help to create a safety net to deal with them. Personal protection safeguards your income, your family’s income, and your business. Learn More
Are you worried about the Inheritance Tax your family will have to pay? Harpur Wealth Management advisors can work with you to structure your estate in order to avoid unnecessary anxiety for your family. Learn More
Harpur Wealth Management advisors are investment specialists. Whether you are looking to create a personalised investment portfolio, or you need guidance on managed funds, we can provide expert advice. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
Harpur Wealth Provides Estate Planning Services for Local Clients
An Estate Planning strategy is utilised by clients who want to safeguard their assets and protect loved ones after their death. In the absence of an Estate Plan, your heirs could find themselves facing larger tax burdens than necessary. Harpur Wealth advisors work with Bedford clients to minimise Inheritance Tax liability and ensure maximum tax benefits for your beneficiaries.
There are a variety of ways we can achieve this:
- Protection policies can be used to minimise your Inheritance Tax liability.
- Annual tax-free allowances are maximised.
- We set up structures such as gifting funds, which transfer assets to beneficiaries.
- An investment portfolio, tailored to your legacy objectives, is developed.
Drafting a Will is central to effective estate planning as it’s your opportunity to state clearly and unequivocally how your assets should be managed after your death.
Bespoke Estate Planning Services in Bedford
Tailored strategies and advice created in response to the circumstances and objectives of each client
At Harpur Wealth we make it a rule to listen before we offer advice or act on behalf of a client. Once we understand your financial goals, we can look after your long-term future.
Our financial advisors provide estate planning services based on the client’s current assets, and their legacy objectives. We include an easy to understand commentary, which shows how the estate planning strategy aligns with their objectives.
Our strategies are designed to be flexible. Clients are invited to regular review meetings with their 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, Renhold, Cardington and Great Barford