Estate Planning Advice | Aberdein Considine Wealth

Legal & wealth advisers working together to shape your legacy

For a large number of our clients, the succession of their wealth they have built up over their lives is a priority. Mitigating, as far as possible, the level of IHT payable on their legacy, or passing funds to beneficiaries throughout their lifetime to see the joy this can bring.

Estate planning is a very complex area of financial planning, and one where taking professional advice is of great importance. Ensuring that any planning for family wealth is done in a comprehensive manner and that you have accounted for and have plans to mitigate any IHT liability payable can be a confusing and frustrating road.

Our Financial Planners will work with you closely to understand the elements that are important to you and recommend the most suitable course of action to meet your objectives – and you can rest easy knowing that your recommendations have been provided by experts with the knowledge of the extensive legislation and regulation that envelopes planning in this area.