Estate Planning

Estate planning is the process of managing your investments throughout your life and planning the disposal of your ownership to your next of kin after your death, in order to aim to minimise all taxes.

We advise client who wish to…

  • Control how their money is passed on in the event of their death
  • Assess the implications of inheritance tax and plan for this
  • Plan their investments tax-efficiently to aim to reduce the exposure to tax liabilities
life insurance

Do you wish to review the inheritance tax liability of your estate and understand how to reduce this?

At Amethyst we will…

  • Review the value of your estate
  • Recommend and implement a plan to aim to meet your objectives
  • Implement any trusts or investment structures needed
  • Regularly review your plan to aim to ensure it is on track

Do you require a plan to aim to ensure monies are distributed as per your wishes in the event of your death?

At Amethyst we will…

  • Review your specific needs regarding trusts
  • Make a recommendation based on your requirements
  • Implement the most appropriate trusts for your beneficiaries

Retirement Planning

Pensions are complex, at Amethyst we are qualified Pension Specialists and can advise on all aspects of pension planning including Defined Benefit (Final Salary Schemes), Defined Contribution Schemes, Personal Pensions & at Retirement Flex-Access Drawdown and Annuity options.

Investments

Whether you require capital growth, income or a combination of both. Amethyst have been successfully investing monies for their clients for many years, through a combination of tax-efficient investments and careful risk management we can advise and recommend the most suitable strategy for your individual needs and circumstances.

Estate Planning

Estate planning is the process of managing your investments throughout your life and planning the disposal of your ownership to your next of kin after your death, in order to minimise all taxes.

Protection

Finding the most appropriate protection for your family or your business involves careful consideration of your needs. At Amethyst we can discuss your concerns and recommend the most appropriate plans for your individual needs and circumstances.

Ethical Investments

At Amethyst we offer a wide range of Ethical Investments to suit your values and principles.

Mortgages

Amethyst can advise on all aspects of mortgage borrowing from first time buyers, homeowners moving house, remortgages and buy to lets. We will guide you through the process to find the most appropriate mortgage for current individual needs and circumstances.

Book a Consultation


    Amethyst Independent Financial Advisers LLP 83 Howard Street, North Shields, NE30 1AF is authorised and regulated by the Financial Conduct Authority

    The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of buy to let mortgages

    We are entered on the Financial Services Register No 623925 at register.fca.org.uk

    Registered in England with No. OC392353

    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

    If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

    Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: financial-ombudsman.org.uk

    The value of your investment can go down as well as up and you may not get back the full amount invested

    Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor

    The Financial Conduct Authority does not regulate taxation and trust advice.