Inheritance Tax planning helps Bedford clients to minimise Inheritance Tax liability. This means that you’ll pass a larger portion of your estate to your loved ones, rather than having to pay significant tax charges to HMRC. Learn More
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How can Harpur Wealth Will & Estate Planning Help Clients in Bedford?
Both making a Will, and estate planning are important steps to take in order to ensure that your family don’t encounter delays and problems accessing your estate after your death. The benefits associated with estate planning include:
- The creation of a clear statement regarding your wishes in relation to your estate
- The potential reduction of your Inheritance Tax bill
- Detailed consideration of what is included in your estate
- Peace of mind that your assets will pass to your chosen beneficiaries
Harpur Wealth Management works with you and your legal advisors on your estate plan which will require you to have an up-to-date Will, consider a power of attorney (in case you become incapacitated), and prepare a list of all your assets. Preparations for your funeral arrangements and expenses are also considered as part of your estate planning.
Bespoke Will & Estate Planning Services in Bedford
Specialist services from a Bedford-based wealth management company
Effective wealth management recognises each client’s individual circumstances and requirements. That’s why our advisors begin by listening carefully, in order create personalised strategies that will work for you.
Our wealth management advisors provide Will & Estate Planning services based on the information that clients provide, and their legacy objectives. We include a detailed commentary, that shows how the strategy we recommend aligns with your objectives.
Plans and circumstances will most probably change over time. Bedford clients are invited to regular review meetings with their advisors to check that their estate planning strategy remains appropriate.
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, Wootton, Renhold, Cardington and Great Barford