Estate Planning
revolutionary Thinking
Estate Planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during their life, making sure wishes are followed, and minimising the amount of taxes due on the estate after death. Putting savings, investments, life policies or assets into a trust can play an important part in estate planning.
We need to explain here an overview of why estate planning is such an important process for the reader to make sure their personal wealth is protected for their family, friends and beneficiaries, how long it will take, what they need to do and how we take the information they will provide:
Key benefits to them. Why they should be considering us. Why we are a no-brainer, the clear and obvious choice for why they should be placing their trust in Tavistock Private Client.
Define Assets
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Plan Structure
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Execute
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With Revolutionary Thinking, we can define your aims and wishes together
“The destiny of future generations depends on our action today“
Anon
The Tavistock Group manages the personal wealth of tens of thousands of people and over £1Billion of investments, providing them with financial advice and access to investment products and services.
We do not charge for any meetings. We can come to you or you can visit us in our Mayfair Offices.
Or you can call 0333 444 3 555. Ask to speak with one of our advisers, or email discover@tavistockprivateclient.com
Expert Advisers
Your dedicated adviser will help construct your estate planning, to help you define your requirements and agreed parameters. This ensures we can optimise of your wealth going forward to to the benefits of your family and friends, with regular updates and communications keeping you in control of your Finances with those plans, and to monitor everything else that grows around you.
Why Estate Planning can provide peace of mind.
This could include more detail about we can help with the information we know about Estate Planning and in what aspects we can help them to perform their duties by providing them with pre-completed forms and a schedule of events etc etc?
The following four points may not be relevant to the sophisticated investor:
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- Find out the benefits of choosing to use an Independent Financial Adviser to help them with Estate Planning
- It’s hard (even for us) to keep up with rules and regulation changes affecting us all.
- Where charges apply they are agreed in advance and are completely transparent.
- We employ experts in all areas of Financial and Estate Planning, Management and Well-being.
And more excitement in the sign off! Ten second elevator pitch based on Estate Planning.
We need some inspirational stuff here:
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…and much more.
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Contact Us
We would love to answer any questions and/or schedule a free consultation. Please call us or send us an email by completing the form below.
If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.
Please also indicate which services you are particularly interested in:
01223 696100
Head Office
Tennyson House
Cambridge Business Park,
Cambridge
CB4 0WZ
01279 755888
Bishop’s Stortford, Herts
033 444 3 555
Mayfair, London
Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc
Registered in England Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04298592
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