23 High Street, Midsomer Norton, Radstock, Somerset, BA3 2DR
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23 High Street, Midsomer Norton, Radstock, Somerset, BA3 2DR
Leaving a legacy involves more than just financial planning; it’s about preserving your hard-earned wealth and passing it on to your loved ones in the most efficient way possible. Our experienced advisors at Waterhouse Financial Advisers Ltd are here to support you every step of the way.
We pride ourselves on our knowledge and personalised advice, tailored to our clients’ unique needs and circumstances. We understand that every client’s journey is different; that’s why we take the time to get to know you and understand your goals and aspirations, enabling us to develop a plan that moves and flexes as your circumstances change.
Enjoying your life in the here and now is essential, but so is planning for the future. We’re here to help you create a financial plan that balances your current lifestyle with your long-term goals. By making informed decisions about saving, investing and spending, we’re on hand to ensure you have the financial means to enjoy life today, while building a lasting legacy for tomorrow.
Inheritance Tax (IHT), if not mitigated using a wide range of legitimate financial planning strategies, can significantly eat into the wealth you leave behind. Our advisers can work with you to develop strategies to minimise your IHT liability, ensuring more of your estate goes to your loved ones after your death. We can help you understand the nuances of IHT, explore the various reliefs and exemptions available to you, and implement tax-efficient plans to protect your legacy.
Effective estate planning is crucial for ensuring your assets are distributed according to your wishes. We can work with you and your solicitor to create a comprehensive estate plan, including Wills, trusts and Lasting Powers of Attorney (LPAs). Our goal is to ensure your estate is managed efficiently after you are no longer around and that your family is taken care of.
Protecting your legacy involves safeguarding your assets from potential risks and ensuring they are passed on smoothly to your heirs. Your adviser can help you ringfence assets with trusts, make use of lifetime gifts, and explore other financial instruments to protect your wealth and provide for your family’s future.
Your legacy is about more than just money; it’s about providing security and opportunities for your family years and even decades into the future. We are here to help you create a financial plan that supports your loved ones by setting funds aside for education, property or other forms of inheritance. Our aim is to ensure your family benefits from your hard work and enjoys a secure future.
Trusts, Will Writing, Lasting Powers of Attorney, Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority
Will writing is not part of the Quilter Financial Planning offering and is offered by referral only. Quilter Financial Planning accept no responsibility for this aspect of our business.
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