Planning for a future which you are not part of can make life a lot easier for your loved ones when it comes to inheritance.
Knowing how’s best to secure your life savings for loved ones and ensure HMRC get no more than they are entitled to along with considerations of when the best time to act can lead to a fog of confusion.
At Chasebridge Wealth Management, we understand how important it is to some people to leave a lasting legacy for their loved ones. The team at Chasebridge Wealth Management will help you to navigate the financial landscape, ensuring financial security is in place for those left behind.
Our Leave It to Loved Ones service will see our expert team take an overview of your financial situation. We will discover the details, that with a little tweaking, could help minimise the risk and maximise the sum you can leave to those you hold most dear.
Trusts, gift plans and wills are all areas we assess to ensure that your wishes are met.
The writing of a will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills along with Trusts are not regulated by the Financial Conduct Authority.
As part of our Leave it to Loved Ones Service a full overview of your financial situation is carried out, which focuses on adjustments we might make to ensure the maximise sum is left for those you hold most dear.
Our four-step approach is comprehensive and thorough which enables us to tailor a bespoke service to each of our clients’ unique circumstances. Our Retire Sooner Service comes with four meetings.
There may be more than one of these depending on the complexity of the estate and your objectives and needs.
There may be more than one of these depending on the complexity of the estate and your objectives and needs.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested.
I came into contact with Gordon Craft five years ago. I needed to fund my mothers-in-law’s care home fees. It was not an easy decision to buy an Annuity for her, but his help and patience was exceptional.
Since then we have built up a good relationship and he has helped me with other inves...
To find out how Chasebridge Wealth Management can help you, speak to our team today.