Estate Planning

Estate Planning is an on-going process of managing assets in the event of incapacity or death. At Clear Financial Advice Limited we will guide you through any potential liabilities you or your family would be faced with. Whether you have a large estate and could have IHT to pay or a smaller one and want to ensure chosen assets are passed on to your chosen beneficiaries. Careful estate planning will minimise taxes, court costs and unnecessary legal fees.

Our specific estate planning services:

  • Discounted Gift Trusts
  • Assistance in Obtaining Probate
  • Trusts
  • Wills
  • Gift and Loan Trusts
  • Specific Trust Planning