Will & Estate Planning Bedford

It’s important to know that when you die, your assets will be distributed according to your wishes. In the absence of a Will this process can be subject to delays and problems as Intestacy rules will determine who inherits your wealth. Harpur Wealth Management advisors provide professional guidance for clients on Will & Estate Planning in Bedford.

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Inheritance Tax

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

Personal Protection
Want to protect yourself and your family from risk? Our financial advisors can offer guidance on protection insurance products that will safeguard your income, your family’s income, and your business against financial shocks. Learn More
Pension Planning
Need help with selecting the right pension? Harpur’s wealth management advisors know the range of pensions on offer and can advise on the best one for you. If you’re overwhelmed by pension products, ask the experts. Learn More
Investment Advice
Harpur Wealth Management advisors offer bespoke recommendations on how you could or should invest your money. Whether it’s managed funds, or the creation of a personalised investment portfolio, we can help. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

The Specialist Wealth Management Company

Personal Investment

A long-term, personalised approach to achieving your financial goals

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Business Investment

Tailored employee benefit schemes and investment strategies

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Wealth Management Partners

Tax planning, probate, charity and trust investments

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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.

will and estate planning agency bedford

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

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Harpur Wealth Management have worked with clients throughout Bedford, including: Ampthill, Oakley, Clapham, Bromham, Elstow, Kempston, Wooton, Salph End, Cardington and Great Barford

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