Helping clients achieve and maintain their desired lifestyle

 

Prestwood Etheridge & Russell Ltd
Independent Financial Planners & Investment Advisers - established in 1975
Telephone: 01384 872137     Authorised and regulated by the Financial Conduct Authority

















Estate planning:

  • The difference between Estate Planning and Inheritance Tax Planning
  • Reasons why Estate Planning should be taken seriously
  • The principal exemptions and reliefs from Inheritance Tax
  • How to reduce the tax payable
  • How to have your cake and eat it
  • How to set up a 1,000,000 Trust Fund for your heirs at an acceptable cost
  • How and why you should set up Wills and Enduring Powers of Attorney
  • How your family could benefit from non-binding letters of wishes
  • How to ensure your funeral will be in line with your wishes
  • Prestwood can help you with estate planning

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