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.

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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
Review your Plan

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
Review your Trusts

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.

Book a Consultation Today

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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

Estate Planning

Estate Planning

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

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

Book a Consultation Today