Organising your affairs
Estate Planning Guidance, Tailored to You
None of us like to think about the end of our lives, but there’s a sense of comfort to be found in putting the right measures in place in advance. Rules concerning estate planning can be complex so it’s wise to seek professional wealth management advice.
As a Red Kite client, you’ll work with someone with long experience of dealing with clients in and around retirement who are looking to the future. The sooner you start, the quicker you can get back to enjoying your golden years.
The Expert Support You’ll Receive
Making Vital Plans
A will allows you to detail how your estate should be divided after you die. Lasting Power of Attorney is granted to someone who you’d like to have control over your affairs if you lose mental capacity. Together, we’ll discuss and put in place these important legal documents, and any others that may be relevant.
Tax Issues, Solved
Navigating the intricacies of Inheritance Tax can be challenging, and without careful consideration, it may reduce the assets you intend to pass on to your loved ones. With an extensive background in assisting individuals and families similar to yours, I have the expertise to guide and support you.
Passing on Wealth
There are several options at your disposal for passing on your wealth to the next generation, including holding assets in trust and making gifts. By taking your full wealth management plan into account, we can work out what’s right for you, giving you the peace of mind that your wishes will be met.
Your journey
FAQs
Working with a new financial adviser doesn’t need to be a daunting prospect. Learn a little more about the way I work with answers to some of the questions I’m asked most often.
Do I Have To Sign Up for Your Services at an Initial Meeting?
No, there’s no obligation to sign up for any services after an initial meeting. Instead, I encourage you to take your time to consider the information provided and make an informed decision that suits your needs.
What Do I Need To Bring to an Initial Meeting?
It’s helpful to bring relevant financial documents, such as bank statements, investment portfolios, and insurance policies. If you don’t have these readily available, don’t worry – we can still have a productive discussion about your financial objectives.
How Long Should I Allow for an Initial Meeting?
An initial meeting typically takes around an hour. This time frame allows me to thoroughly understand your financial situation, discuss your goals, and provide an overview of how I can help.
Fees
You deserve to have a full understanding of what it is you’re paying for when you engage with a wealth manager like me. Discover more about my services and the value I provide here.
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