Estate Planning & Inheritance Tax Mitigation

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Estate Planning and Inheritance Tax Mitigation are two different objectives, but a properly designed strategy designed to achieve one will also very often achieve the other.

Estate Planning
This involves making sure your estate is directed to the people you want to benefit either during your lifetime or on your death.

Inheritance Tax Mitigation
This means affecting the transfer of your estate, whether during your lifetime or on your death, as tax efficiently as possible.

Inheritance Tax is usually only an issue if the value of your estate exceeds the tax allowances available. Those can be quite complicated but could be as little as nothing or as high as £1 million.

Poor financial planning can either at best substantially reduce the amount your beneficiaries receive or at worst also compromise your own financial independence and security, especially if your health deteriorates in later life.

Our team

Our team includes experienced and knowledgeable Trust & Estate Practitioners who specialise in this field. Both are full Members of the Society of Trust & Estate Practitioners. We will take the time to understand your situation, your objectives, and any legal advice you have been given. We will then design a strategy to achieve your estate planning and tax mitigation objectives, whilst prioritising your own financial security and working with your legal advisers as appropriate.

If you do not already have a legal adviser, we will explain exactly what legal advice is also required and we will introduce you to a suitably qualified and experienced practitioner if you would like us to do that.

Our Experts

Centurion are a General Practice firm of Chartered Financial Planners providing top quality, technically competent financial and investment advice.

Here is the team of experts who specialise in this service. You can view our entire team using the button below.

VIEW OUR TEAM

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What our clients say

We have been clients since November 2019. Our personal advisor is Mr Ian Avery, who we have dealt with in this capacity for a number of years, and is someone we hold in the highest regard. He always takes time to listen properly to us, and has an excellent understanding of our situation and requirements. We have always been given an in depth insight into our situation and options and the investment solutions he has recommended have always been explained and presented in a way we find easy to understand and follow. We have no hesitation in recommending both Ian Avery and the firm as providers of excellent service in all respects.

A Client

As a client of Centurion Chartered Financial Planners for over 9 years, I have always found them to be helpful, innovative and security conscious. James, my investments administrator, clearly has a good understanding of my plans and the schedule of associated actions, alerting me whenever I have a task to complete.

Nic

Client

As a client Of Centurion for a number of years we are more than satisfied that our financial future is in a safe pair of hands with the advice we have been given. In particular Dave Robinson is a very experienced financial advisor and his great knowledge makes him one of the leaders in all aspects of financial planning.

Mr & Mrs PG

Clients

Want to speak with a specialist financial planner?

Our team of chartered financial planners offers free initial consultations. Get in touch to be matched with the right adviser for your circumstances.

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