Estate Planning

Some people may think estate planning is only for the wealthy but with increasing house prices, especially in Dorset and the surrounding areas, adding up the value of your assets can be a surprising experience and more people than ever before are entering the inheritance tax trap.

Inheritance tax laws have been subject to many changes over the years and we will guide you through the current legislation and continue to review your estate with you. Many people may think that if they do not have a Will, the assets will go to where the family want them. This may not be the case and the government laws in intestacy will be applied.

At Jigsaw Financial Planning our expertise in these matters gives you a viable and practical way to help minimise your tax liability – by carefully structuring your financial affairs so that you’re able to fully benefit from all the exemptions and reliefs to which you are entitled.

We may recommend investments or trusts, talk to you about lifetime transfers or life assurance plans, clearly explain the benefits and consequences of each different route – and whatever the best solution, you can be sure our proposals will meet your particular requirements as appropriately and effectively as possible.

We can help!

Contact us now for qualified advice