Don’t settle for generic pension plans. Harpur Wealth Management unlocks your retirement potential with a bespoke strategy. We’ll discuss your aspirations and build a plan that helps you achieve them. Learn More
Harpur Wealth creates retirement plans that fuel your post-work adventures, whether it’s globetrotting, entrepreneurship, or time with family. We help you achieve your desired goals whatever they are. Learn More
Harpur Wealth advisors help clients with the management of assets after their death. Our personalised estate plans, protect your loved ones, minimise financial stress and provide peace of mind. Learn More
Life’s twists and turns shouldn’t derail your plans. Harpur Wealth safeguards your income and assets – family, business, property – against illness and unexpected events, ensuring your future remains secure. Learn More
Everything we do is tailored to you
The Expert Wealth Management Company
Leave more to your loved ones with expert Inheritance Tax planning services.
If you have assets exceeding £325,000, 40% of the surplus could be claimed by HMRC, impacting your family’s inheritance. Don’t let that happen. We help our clients in Bedford minimise their Inheritance Tax bill through:
- Strategic Gifting. Passing on smaller amounts gradually over time, reducing your estate’s total value.
- Leave Your House to Your Children. Homeowners get an extra £175,000 tax allowance if their home is left to lineal descendants including children, stepchildren or grandchildren.
- Establish a Plan for Efficient Distribution of your Wealth. Use spousal exemptions and make available nil rate bands that can be passed on through spouses or civil partners.
These are just a few of the ways we can help. We create personalised strategies to maximise what your loved ones receive by:
- Understanding your assets and goals.
- Exploring all available tax-efficient options.
- Providing clear guidance and ongoing support.
Inheritance tax planning services for clients in Bedford
Our strategies and advice are designed to match the unique requirements of each client
We start by listening. Every family, every dream, every asset tells a different story. We hear yours and tailor your inheritance tax strategy to match.
No surprises, just clarity. It’s important that you understand how your plan works. We provide a detailed commentary, aligning our strategy with your wishes and beneficiaries.
Life changes, plans adapt. We can’t predict the future, but we can build flexibility into your Inheritance Tax planning. Regular reviews ensure yours evolves with you, always on track to secure your legacy.
The Financial Conduct Authority does not regulate taxation, estate planning, trusts or business advice.
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: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay