How Accomplished can help you
Passing on your wealth
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We are helping you achieve financial success today and secure your future. Ready to get started?
Passing on Your Wealth
Estate planning isn’t just about preparing for a future time when you’re no longer here. It’s also about securing peace of mind while ensuring you have everything you need to enjoy life now. At Accomplished Financial Solutions, we work with you to design a comprehensive plan tailored to your goals, ensuring your wealth is managed and passed on effectively.
Start Early to Minimise Inheritance Tax
Like pensions and other long-term financial goals, estate planning is most effective when started early. Proactive planning gives you peace of mind and allows you to leverage strategies that require time to become effective. Our experienced advisers will work with you to create a plan that minimises inheritance tax, safeguards your assets, and ensures your wishes are fulfilled.
Inheritance Tax Management
Inheritance tax can place a significant burden on your loved ones, but with effective management, you can ensure:
- As much wealth as possible is passed on tax-free.
- There are no unexpected financial surprises for your heirs.
- You retain full control over how your wealth is distributed.
- You maintain sufficient assets to enjoy life comfortably.
Gifting to Loved Ones
Gifting is a tax-efficient way to transfer wealth during your lifetime. Whether it’s a one-off gift, regular contributions, or assets held in trusts, we help you navigate the complexities, including annual allowances and potential tax implications. Our advisers provide clear guidance to ensure your gifting strategy aligns with your overall financial goals.
Passing on Your Property
Property is a valuable asset, but it can present inheritance tax challenges. We help you determine if you qualify for the residence nil rate band, explore opportunities to minimise tax burdens, and ensure the transition of property ownership is as seamless as possible.
Trust and Will Planning
Trusts are a powerful tool to reduce inheritance tax and protect assets for future generations. Placing life insurance or other assets into a trust can also ensure they’re available immediately to cover inheritance tax liabilities upon your passing. We can help guide you through some of the different trust options available.
Discuss Your Options with Us
Estate planning can feel complex, but our objective and thorough approach simplifies the process. By working with us, you’ll gain confidence that your wealth is protected and your legacy is secure. Regular reviews of your plan ensure it remains effective and responsive to any changes in legislation or your personal circumstances.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax, and Estate Planning. Tax laws and regulations are subject to change and can vary depending on individual circumstances.
Why choose Accomplished?
- Minimise inheritance tax to maximise the wealth passed on to your loved ones.
- Comprehensive estate planning tailored to your goals.
- Expert advice on trusts, and tax-efficient gifting.
- Strategies for managing property inheritance and tax reliefs.
- Objective, clear advice to help navigate complex tax and inheritance laws.
- Protect your financial interests while maintaining control over your assets.
- Peace of mind through proactive and long-term planning.
- Adaptable plans that evolve with changes in your circumstances or legislation.
- Guidance on utilising residence nil rate band allowances effectively.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
What our clients say
"Sharad consolidated my pensions and keeps me well-informed about my plans"
"Sharad’s expertise has helped me maximise the value of my pension pot"
"Sharad’s responsive and positive advice has been invaluable in handling my inheritance"
"Sharad’s clear advice and reassurance helped me confidently choose a pension drawdown"
"Sharad’s proactive advice and timely adjustments have ensured our retirement income meets our needs"
"Sharad provided knowledgeable and helpful advice during my divorce and pension split"
"Sharad’s smart recommendations have improved our pensions’ performance significantly"
Reviews are sourced from Google and VouchedFor. Some have been shortened and summarised by AI. View our full profiles on Google and VouchedFor.
The value of investments and any income from them can fall and rise. You may not get back the full amount invested. Past performance is used as a guide only; it is no guarantee of future performance.
Accomplish Your Financial Freedom Today
Your dreams deserve a plan. At Accomplished Financial Solutions, we specialise in creating personalised financial roadmaps tailored to your goals. Let us guide you with clarity and actionable steps to build the future you’ve always imagined.
We are helping you achieve financial success today and secure your future. Ready to get started?
Accomplished Financial Solutions Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority Firm Reference Number 197107
