Estate Planning Advice | Aberdein Considine Wealth
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    Aberdein Considine is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 142693. The FCA does not regulate tax planning, Wills or Trusts. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage. The information on this site is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation, to deal in the shares of any securities or financial instruments. Information on this website is intended for UK audiences only, and there is a risk for consumer harm if relied upon by consumers outside the region.

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Legal & wealth advisers working together to shape your legacy

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For Individuals & Families
For Individuals & Families

Wills, Trusts & Estate Planning

Will and trusts are a crucial part of estate planning - and our independent financial advisers work closely with our legal teams to deliver comprehensive solutions to our clients.

And because life is rarely straight-forward, we are always on hand – at the end of a phone or email – to help evolve your plans around whatever life throws at you.

Wills

Making a will is one of the most important things we can do - after all, it determines how our most personal possessions and hard-earned savings will be shared among close family and friends.

It is often a simple and inexpensive process. But failure to make a will can pose major difficulties for those left behind, for instance, by paying more tax than necessary.

Your estate - money, other assets and possessions - could be distributed according to the law rather than your wishes. It is particularly important to leave instructions if you own property.

Trusts

We can also assist you with establishing a trust, which can help both protect assets and save tax.

Significant gifts are only subject to Inheritance Tax if the person making the gift fails to survive for seven years.

This means that there is a great deal of sense in starting the process of transferring assets as soon as you can afford to do so. Of course, you may feel uncomfortable about making over significant assets to someone who is relatively young. Alternatively, you may be keen to start transferring assets to the next generation, but are not yet sure as to the exact division of particular assets.

The use of a trust is an extremely effective method of reducing the value of your own estate, without necessarily losing control over what happens to the assets transferred.

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At Aberdein Considine Wealth, we have a simple five-point promise to all of our clients.

Our Approach

  1. A free initial consultation for every client

  2. A personal and responsive approach

  3. Whole-of-market advice with no bias

  4. Experienced and friendly advisers

  5. Fees which are always transparent and fair

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We can help you shape you legacy and pass your assets on to your family in the most efficient way possible.

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