Benefits of working with an Estate Planner

Effective protection and tax efficiency requires financial planning and estate planning to be integrated in order to maximise desired outcomes. Only Estate Planners who work with estate planning specialists can provide this.

Bloodline Protection:

If you have Death in Service benefits, personal pensions, property ownership, financial investments or you are making wealth transfers to your children, you are likely to benefit from an appropriate Trust structure to reduce the risk of third party claims, such as divorces or care fees.

Potential to reduce inheritance tax:

Solidus do not provide tax avoidance solutions, but there are many Trust solutions which clients may be unaware of that can provide legitimate direct tax and inter-generational tax benefits. Advice should be sought from a qualified Estate Planner.

Continuity of advice:

Receiving ongoing advice is essential to ensure protective and desired tax outcomes are realised. A Solidus trained Estate Planner can assist in providing ongoing services, including probate and keep ongoing fees to a minimum.

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