Estate Planning
PERSONAL FINANCES
Estate planning advice helps you decide where your assets should go, and will help you pay less tax for the privilege of them going there.
It can prevent you having to sell assets like your house to pay an inheritance tax bill. It also helps ensure that your wealth is protected, and only used by the people you intended, for the purpose you intended.
Your estate is made up of your assets, property, investments and - as of April 2027 - your pensions. Proper estate planning involves calculating the value of your estate and taking steps to mitigate any tax liability.
"I have a love hate relationship with money. I know I need it… it’s awesome to have it… but I hate thinking about it. Having 20:20 doing all that thinking for me, and clearly showing me what to do better and why, takes all that burden away from me, so that I can focus on spending… or saving… depending on the month."
- Ross Thompson, Creative Director
What are the benefits of Estate Planning?
Estate planning advice helps you decide where your assets should go, and will help you pay less tax for the privilege of them going there. It can prevent you having to sell assets like your house to pay an inheritance tax bill. It also helps ensure that your wealth is protected, and only used by the people you intended, for the purpose you intended.
How can 20:20 help?
At 20:20 Financial Planning we have specific expertise in estate planning.
We have a dedicated network of referral partners, which include solicitors, probate providers, and accountants who help you to enjoy certainty over this aspect of your personal finances.
We are here to help you map out your financial future!