Estate Planning
At Advisor Link, we understand the vital role of estate planning in preserving and transferring your assets according to your wishes. Our network of Independent Financial Advisors (IFAs) specializes in providing expert guidance to navigate the complexities of estate planning. Whether you need to create a will, establish trusts, or plan for inheritance tax, we offer the knowledge and strategies to safeguard your legacy.
Tailored Approcach
Our partnering advisors provide exceptional financial knowledge, assisting individuals in making well-informed choices that foster sustainable growth and long-term stability.
We are proud to work alongside some of the most esteemed Wealth Management Specialists and financial institutions throughout London and the broader UK, as well as a comprehensive network of independent financial experts.
This extensive network guarantees that our clients obtain superior guidance, regardless of the intricacy of their estate planning requirements.
Proven Expertise
Without good advice and careful planning, HM Revenue and Customs could be the biggest single beneficiary when you die.
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Inheritance Tax (IHT) has an increasingly broad reach. Its impact on a modest estate can be dramatic. On a large estate it can be huge.
There are various ways you make the best of Inheritance Tax:
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Have your Will written and planned correctly to save the maximum amount of tax.
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Transfer assets through prudent use of lifetime gifts
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Create a tax-efficient fund so that your beneficiaries can pay any taxes due without dipping into their inheritance. Under current IHT legislation, pensions can play a considerable role here.
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Expert Guidance
We are dedicated to offering our end-users access to clear and transparent guidance that enables you to make informed decisions regarding your estate.
Our panel of partnering advisors will assist you at every stage, from the preparation of crucial legal documents to safeguarding your assets for future generations. The expertise of our panel can help you reduce potential tax liabilities, prevent legal issues, and ensure that your intentions are executed smoothly.
Get to Know Us
At Advisor Link we take pride in collaborating with top-tier professionals who align with our dedication to providing exceptional, client-centered services. Estate planning is essential for safeguarding your legacy, and we are committed to assisting you in this endeavor with the highest level of care and professionalism.
Advisor Link Ltd © 2024 – All rights reserved. Advisor Link Ltd is registered in England and Wales (Company No.15846769).​ Advisor Link Ltd helps match individuals with financial advisors and wealth managers.
