Providing for the next generation
ESTATE PLANNING
Your wealth is more than money — it’s the legacy you want to leave behind.
You’ve worked hard to build your wealth. Estate planning ensures it benefits the people and causes you care about most. It’s about love, legacy, and leaving things in good order.
At 20:20 Financial Planning, we make complex rules simple, helping you protect, preserve, and pass on your assets smoothly and tax-efficiently. It’s about creating a legacy that reflects your values and supports the next generation with clarity, care and efficiency.
Start planning your legacy
How can 20:20 Financial Planning help?
At 20:20*, we believe estate planning isn’t just about money — it’s about ensuring your legacy supports the people and causes you care about.
We’ll help you understand how inheritance tax, trusts, and gifting work together so your assets pass smoothly and tax-efficiently. With empathy and clarity, we make complex topics feel manageable — and ensure your legacy reflects your values. You’ll have the peace of mind that everything is structured properly and fairly.
Here’s how we help you protect and pass on your wealth:
- Review your estate to identify inheritance tax risks and opportunities.
- Recommend strategies like trusts and gifting to reduce future tax bills.
- Ensure your will and financial plans work together seamlessly.
- Explain complex rules clearly, without jargon or overwhelm.
- Support you in leaving a meaningful and lasting legacy.
*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.
Please note - Estate Planning and Solicitors are not regulated by the Financial Conduct Authority.
20:20 Insights
Keep your will up to date.
A simple review every few years can prevent costly mistakes and family stress later on.
"Naj is great at breaking things down into simple to understand language and manageable action points. Fantastic for those of us who find pensions and finances a daunting prospect. Naj provided clear-headed, sensible advice based on reality. I'd heartily recommend Naj to anyone who feels pensions and financial planning are overwhelming."
- Jonathan Collinson, Lecturer
Plan today to give tomorrow meaning
