A considered plan
What happens next
1
A first conversation
A first conversation
No charge, no commitment
We start with a conversation rather than a form. Tell us where you are and what has prompted you to think about planning, and we will tell you honestly whether we think we can help, and how.
Nothing to prepare and nothing to bring
An honest answer on whether we can help
Watch & learn
1:54
How do you pass down wealth to the next generation?
Fred Easlea
,
Financial Planner, Hadleigh
Giving in your lifetime, what to leave behind, and the timing of both.
1:15
How do you approach more sensitive conversations, such as protection or legacy planning?
Fred Easlea
,
Financial Planner, Hadleigh
Taking difficult subjects slowly, and starting with what matters most to you.
Important information
The information contained in the videos on this website is for general information and educational purposes only. It does not constitute personal financial advice, tax advice or legal advice. For financial advice please speak to one of our financial planners.
Questions, answered
A clear answer, before you need it.
Free guide
See more guides
PDF ·
12 pages
Inheritance tax, explained
What inheritance tax is, how it is worked out, and the choices open to you, so you can decide what is right for your family.
What is counted, and the allowances everyone starts with
Gifting, trusts and pensions, in plain language
The family home, the business, the farm
Important information
Will writing is not a regulated activity under the Financial Services and Markets Act 2000 and is not, in itself, regulated by the Financial Conduct Authority (FCA). Any will-writing services provided are separate from our FCA-regulated activities.
We recommend that you consider taking independent legal advice to ensure that your Will accurately reflects your wishes, is legally valid and takes account of your individual circumstances. We cannot guarantee the legal validity or tax effectiveness of any Will unless this falls within the scope of the services expressly agreed with you.
