Estate planning involves effectively managing the Inheritance Tax burden on your estate, which is vital. Our services focus on minimizing the financial impact on your family through the creation of gifting funds and structuring your estate. Learn More
Safeguarding your family from unexpected shocks is a natural instinct. Harpur Wealth financial advisors offer guidance on protection insurance solutions that protect your business, income, and your family’s financial stability. Learn More
Pension planning helps you to secure a comfortable retirement. It involves assessing retirement goals, contributing regularly to a pension scheme, and making informed investment decisions to maximise long-term savings and income. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
Wealth and Estate Planning Advisors in Bedford
Our Estate Planning strategy aims to minimise Inheritance Tax liability and maximise tax benefits for your family. We achieve this in the following ways:
- Maximising tax-free allowances annually.
- Protection policies to minimise Inheritance Tax liability.
- Creating a tailored investment portfolio aligned with your legacy goals.
- Establishing structures like gifting funds to transfer assets to beneficiaries.
Drafting a Will is important for effective estate planning, as it allows you to clearly express how you want your assets managed after your passing.
Bespoke Wealth and Estate Planning in Bedford
Expertise from a local wealth management company
At Harpur Wealth Management, we tailor our strategies and advice to suit the individual circumstances and objectives of each client. We take the time to understand our clients’ long-term financial goals, in order to be able to offer the best advice.
Our experienced financial advisors will develop a strategy that aligns with your unique requirements. They will provide clear explanations, ensuring you have a comprehensive understanding of how the strategy is tailored specifically to you.
As time goes by, your circumstances and financial goals may evolve. That’s why we offer ongoing review meetings to keep your wealth management strategy aligned with your changing needs and financial objectives. With us, your financial future remains in capable hands.
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