Overwhelmed by the range of pensions on offer? Our wealth management advisors can help you choose the one which will best suit your circumstances and requirements. If you need help with pension products, ask the experts. Learn More
Our wealth management advisors provide tailored recommendations for clients wishing to invest their money. We can help with, for example, managed funds, or the creation of a personalised investment portfolio. Learn More
Inheritance Tax planning helps Bedfordshire clients to minimise Inheritance Tax liability. This means that you’ll pass a larger portion of your estate onto your loved ones, rather than having to pay significant tax charges to HMRC. Learn More
Time to consider protecting yourself and your family from risk? We offer guidance on protection insurance products which safeguard your income, your family’s income, and your business against financial shocks. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
How can Harpur Wealth Estate Planning help clients in Bedfordshire?
Estate Planning is a process which can identify potential problems with the distribution of your assets when you die. The benefits accrued from estate planning are:
- Ensuring you have a clear vision with regard to your wishes in relation to your estate.
- A potential reduction in the portion of your estate paid as Inheritance Tax.
- Clarity on the assets included in your estate.
A successful estate plan requires the writing of a Will, and consideration given to power of attorney (in case you become incapacitated). To this end we would expect to work alongside your solicitor or we can help to find a suitable contact for you.
Bespoke Wills and Estate Planning Services in Bedfordshire
Specialist services from a Bedfordshire wealth management company
Our wealth management advisors begin by gaining an understanding of each client’s circumstances and requirements. By listening carefully, we can create tailored strategies that work towards specific goals.
Harpur Wealth Management provides Wills and Estate Planning services based on clients’ legacy requirements and the information they provide. A detailed commentary is provided to demonstrate how our suggested strategy aligns with your objectives.
We know that circumstances change over time. For this reason, Bedfordshire clients are invited to participate in regular review meetings with their advisors. This offers the opportunity to check that estate planning strategies are still appropriate and aligned to clients’ wishes.
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