Estate Planning

estate planning

Our starting point is always firmly to recommend that all our clients have an up-to-date, valid Will. This is to ensure that our clients choose who benefits from their estate, not the intestacy rules! We can arrange that Wills be written through our specialist Will Writers, as can a Lasting Power of Attorney, where appropriate.

A wide range of non-aggressive inheritance tax planning approaches can be taken which can be tailored for individual needs and circumstances including:

  • Outright Gifting
  • Gifting investments into Trust, to retain some access or benefit
  • Life assurance protection, to provide a fund on death
  • Investments using Alternative Investment Market products

Will Writing & Lasting Power of Attorney are not available through Openwork.  Openwork Limited accepts no responsibility for this aspect of our business.  Will Writing & Lasting Power of Attorney are not regulated by the Financial Conduct Authority.