Estate Planning
Estate Planning
Using our thorough understanding of our clients’ lifestyles and wishes, as well as our advanced knowledge of the ‘Planning Tools’ available to us, we are able to help our clients retain more of their hard-earned wealth and ensure as much of it as possible stays within their family instead of being lost to Inheritance Tax (IHT).
This is only possible through our in depth understanding of the UK taxation framework and how it interacts with trusts and other planning strategies.
Estate Planning advice naturally becomes part of the planning journey with our clients, usually as they progress through retirement.
Central to our belief though is that the necessity for IHT planning is only symptomatic of a lack of true lifestyle planning earlier on in a person’s life. Quite often, people build up sums of money that later become subject to IHT simply because no one has correctly advised them how much they can comfortably spend or gift at the start of their retirement.
Our lifestyle focussed planning does just this, and in many cases removes the need for expensive planning later on in life. The most positive outcome of this approach is that people live their chosen lifestyle with complete confidence and peace of mind.
What People Say
Professor Carl Chinn
I have every confidence in the professionalism and integrity of the team at PIA.
Mr Webb
Without you I don’t think we would have achieved what we have. The effort you put in on our behalf was simply outstanding…to me this was outside of the professional assistance I would expect!
Mr Hunter
Thank you very much…your expertise is still a great help to me in these troubling financial times.
Mr Brown
PIA have always provided me with thoughtful, timely advice.
Mrs Henley
I have been a client of PIA for many years and could not recommend their service highly enough.
Mr Edwards
I have been fortunate enough to build some assets during my life, but the advice PIA have provided has ensured that these assets are now invested appropriately and protected for my children. I am very happy with the service.
