Effective Estate Planning aims to pass on your assets in the most tax efficient way so they can be enjoyed by your beneficiaries. The earlier you create an Estate Planning strategy, the more choices you are likely to have and the more flexible your options will be.

Estate Planning is a complex area where there is rarely one simple solution. Effective planning can include:

  • Gifting
  • Wills
  • Using Trusts
  • Inheritance Tax Friendly Investments
  • Pensions
  • Protection
  • Equity Release

Clients are typically concerned with making decisions which may leave them without the funds they need later in life. Outright gifting may be the easiest option, but can you afford to do it? What impact will it have on your future? Are you happy giving up complete control of your money?

We can help you create a plan which balances these concerns. With changes to tax and trust legislation, we work hard to ensure your plans are flexible, and through regular ongoing reviews and contact we can help make sure everything remains effective.

Credo Wealth

Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.